Investment Team

Investment Team

Meet Our Investment Team


The Investment Team includes our security analysts, portfolio managers, and traders. The team designs and manages investment accounts specific to the investment objectives of each client as outlined in the client Investment Policy Statement. The Investment Team has expertise across a broad range of investment assets from individual equities and pooled investment vehicles, such as mutual funds and exchange traded funds, to structured products and less liquid non-public investment alternatives.

John Bird, CFA®, CFP®, MBA

John Bird, CFA®, CFP®, MBA


CEO & Co-founder of Albion Financial Group
Chairman | Albion Board of Directors
National Association of Personal Financial Advisors (NAPFA®)
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Douglas Wells, CFA®, CFP®, MBA

Douglas Wells, CFA®, CFP®, MBA


Shareholder
Member | Albion Board of Directors
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Jason Ware, MBA, BFA™

Jason Ware, MBA, BFA™


Chief Investment Officer
Chief Economist
Behavioral Financial Advisor™
Member | Albion Board of Directors
Shareholder
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Mason Woolf, MBA

Mason Woolf, MBA


Chief Operating Officer
Chief Compliance Officer
Shareholder
Member | Albion Board of Directors
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Michael Kessler, MBA, BFA™

Michael Kessler, MBA, BFA™


Senior Portfolio Manager
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Walter Joseph

Walter Joseph


Associate Portfolio Manager
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