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
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

Lorena Scandrick
Office Administrator

Eleanor Sasaki
Registered Paraplanner

Michelle Buxton
Registered Paraplanner

Zenfira Djafarova
Paraplanner

Amber Runno
Office Administrator

 

Mason Woolf , MBA
Analyst

Mason Woolf joined Albion in 2006 and works closely with our Investment Management team.  His focus is on equity analysis and trading.

Prior to joining Albion, Mason worked in the research and trading departments of various financial firms.  While completing his undergraduate degree Mason also worked as a Teaching Assistant in Westminster’s Center for Financial Analysis.

Mason is a Level I Chartered Financial Analyst® (CFA®) candidate.  Mason also received his Master’s of Business Administration and Bachelor’s degree in Finance from Westminster College.

In his spare time, Mason loves to travel and spend his time in the mountains.

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