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

 

W. Toby Levitt
Chief Investment Officer and CEO

Toby Levitt is CEO, principal, and co-founder of Albion Financial Group. Toby also serves as Chief Investment Officer.

Since 1982, Toby has guided the firm's investment management team, ensuring that the resources and critical thinking necessary to provide competitive risk adjusted performance are in place. Toby brings a broad range of investment management skills to bear on behalf of Albion clients, from individual industry and security analysis to overall portfolio structure.

Toby studied political science at the University of Utah. Over the course of his career he has served as CFO and other executive positions in a variety of businesses, gaining a broad background in finance from a variety of perspectives.

Toby has involved himself in a wide range of pursuits including founding and serving as Chief of a volunteer fire department, holding a Certified Flight Instructor rating, becoming a certified arson investigator, engaging in outdoor activities from golf to paragliding, and photography. Such diverse interests and experiences have proven extremely useful in ensuring Albion's investment team continues to think outside the box.

Toby also takes great joy spending time with his three children skiing, camping, golfing, and guiding them through their teenage years.

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