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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

 

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

John Bergerson has been with Albion Financial Group since 2000. He is currently a Portfolio Manager working closely with the other members of the Investment Committee. John plays an integral role in the design and maintenance of client portfolios. John also works closely with individuals interested in Albion's services to determine how Albion can best meet their needs.

Prior to his experience at Albion, John worked in the technology field designing, installing, and maintaining networking and other technology solutions.

John earned his Charted Financial Analyst® (CFA®) designation in 2005. He is a member of the CFA Institute, and a member of the Salt Lake Society of Financial Analysts. John also earned a Master's of Business Administration degree from the University of Utah and a Bachelor's degree in Computer Science from Grinnell College.

John is an avid snowboarder and waterskier. He enjoys various other outdoor activities and spending time in the scenic mountains with his family.

© 2002-2005 Albion Financial Group
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