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Albion Financial Group

812 East 2100 South
Salt Lake City, Utah 84106
United States
 
Contact :      null
Phone :       801-487-3700
Fax :             801-487-3766
Email :         jbergerson@albionfinancial.com
Web :           http://www.albionfinancial.com

Albion Financial Group Information

Type of organization :
Total Assets Managed ($Mil) : $353
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1982
Wrap Programs Offered? : No
# of Accounts Managed : 532
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Albion Financial Group History

Albion Financial Group is an investment management and financial advisory firm. We strive to help each client achieve financial peace of mind through a disciplined and consistent approach to financial affairs. Albion's professional and administrative staff can help you discover your financial objectives, and keep you on track to reach them. Albion Financial Group is an investment management and financial advisory firm. We strive to help each client achieve financial peace of mind through a disciplined and consistent approach to financial affairs. Albion's professional and administrative staff can help you discover your financial objectives, and keep you on track to reach them.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Albion Financial Group Personnel

Mr.  John Bergerson

Portfolio Manager
Tel : 801-487-3700
Email: jbergerson@albionfinancial.com
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 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 wife and child.

Mr.  W. Toby Levitt

Vice President
Tel : 801-487-3700
Email: tlevitt@albionfinancial.com
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.

Mr.  John Bird

President/CEO
Tel : 801-487-3700
Email: jbird@albionfinancial.com
John Bird is President, Principal, and co-founder of Albion Financial Group.

John has been providing private account investment management and fee-only financial planning with Albion since 1982. He specializes in complex financial planning issues, formulation of client investment policies, and private account portfolio structure. Other areas of expertise include diversification of concentrated stock positions, retirement planning, sensitivity analysis, and estate planning.

He is a Chartered Financial Analyst, a Certified Financial Planner licensee, and a member of the National Association of Personal Financial Advisors. John received a Master's degree in Business Administration from the University of Utah, and a Bachelor of Arts degree from Middlebury College.

John is a member of the Association of Investment Management and Research (AIMR), and a member of the Salt Lake Society of Financial Analysts. He is also a member of the Utah Estate Planning Council, a past Board Member of the Utah Chapter of the Financial Planning Association, and is currently serving as Chairman of the Western Region of the National Association of Personal Financial Advisors (NAPFA).

In his spare time John remains current in aviation with both Commercial Pilot and Certified Flight Instructor ratings. He also enjoys, with his wife and two children, the active outdoor sports that the grand Wasatch mountains provide.

Mr.  Jose Biton

Researcher/Analyst
Tel : 801-487-3700
Email: jbiton@albionfinancial.com
Jose joined Albion's investment management team in 2002. He focuses on equity research and portfolio management. Jose leverages his solid technical and financial backgrounds to understand a company's financials, and the factors that drive it to outperform its peers.

After earning undergraduate and Master's degrees in Industrial Engineering from Georgia Tech. Jose worked as a simulation consultant for AutoSimulations, Inc. (recently purchased by Brooks Automation). His clients consisted of major distributors and manufacturers across an array of industries including semiconductor, tire, materials and equipment.

In May of 2002 Jose completed his Master of Business Administration degree from The Wharton School of Business with majors in Finance and Entrepreneurship. While pursuing this degree he worked as a strategy intern for AOL Time Warner during the summer of 2001. In this capacity, Jose helped draft AOLTV's operating strategy and create P&L models.

When not analyzing stocks, Jose enjoys spending time with his family in and around Park Cityıs mountains.

Albion Financial Group Product Name

All Capitalization Core Growth:Privately Managed Accounts
Report Created: September,26 2018.  Copyright Money Manager Review , All rights Reserved.
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