THE COMPANY    |   ALBION PHILOSOPHY    |   ALBION TEAM  

 

Albion Team

Investments Team

W. Toby Levitt
Chief Investment Officer and CEO

John Bird, CFA, CFP®, MBA
President

John Bergerson, CFA, MBA
Vice President, Portfolio Manager, and Financial Analyst

Mason Woolf, MBA
Analyst

Jon Larsen
Portfolio Manager, Analyst

Jason L. Ware, MBA
Analyst

Douglas Wells, CFA, CFP®, MBA
Vice President

 

Financial Advisors

Debbie Knotts, CFP®, CLU®
Vice President and Personal Financial Advisor

Sarah Bird, CFP®
Personal Financial Advisor

Kim McNeil, CFP®
Personal Financial Advisor

Devin Pope, MBA, CFP®
Personal Financial Advisor

 

Client Service Team

Carrie Kerr
Systems Manager

Camden Chamberlain
Operations

Zenfira Djafarova
Human Resources

Eleanor Sasaki
Registered Paraplanner

Michelle Buxton
Registered Paraplanner

Liz Bernhard
Registered Paraplanner

Amber Runno
Office Administrator

 

Jason L. Ware, MBA
Analyst

Jason Ware joined Albion in 2008 and is a member of the investment team. His focus is economic research and individual security analysis.

Prior to joining Albion Jason spent seven years studying economics and finance.  During this period he received his Master of Business Administration (MBA) in finance from Westminster College, and a Bachelor of Science degree (B.S.) in economics from the University of Utah. During his academic tenure Jason focused on economics and corporate finance, and the specific roles they play in the equity and capital markets.

Next on his list of desired accomplishments is to earn the Chartered Financial Analyst designation. 

When not in the office, Jason enjoys traveling, snowboarding and weight training.  He also enjoys reading nonfiction in an effort to better understand our multifaceted world.

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