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Mason Laird Woolf
Compliance Officer at Albion Management Group Ltd.
Profile
Mr. Mason L.
Woolf is a Shareholder, Chief Operating Officer, Chief Compliance Officer & Director of Trading at Albion Management Group Ltd.
and a Chief Operating Officer & Director at Albion Financial Group.
He is on the Board of Directors at Albion Financial Group.
Now the Chief Operating Officer, he works across teams to provide the tools, training and processes to make each member of the team excel in their role.
Additionally, as Chief Compliance Officer, Mr. Woolf oversees the stringent regulatory guidelines for Albion, safeguarding the integrity of internal policies and procedures, and establishing a culture of compliance firm-wide.
He also serves as Director of Trading, ensuring that investment strategies are consistently implemented for each client.
He has over 20 years of industry experience.
Mr. Woolf has extensive investment management experience with such firms as Fidelity Investments, Arlington Value Management, and Morgan Stanley.
He has also served as an Adjunct Professor of Finance in the Gore School of Business at Westminster College.
Mr. Woolf received his Bachelor of Science in Finance Gore School of Business and an MBA from Westminster College (Utah).
Mason Laird Woolf active positions
Companies | Position | Start |
---|---|---|
Albion Management Group Ltd.
![]() Albion Management Group Ltd. Investment ManagersFinance Albion Management Group Ltd., do-business-as Albion Financial Group (Albion), is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by John Bird and William (Toby) Levitt in 1982. Albion provides portfolio management services to individuals, families and corporate or business entities. | Compliance Officer | 2006-02-28 |
Albion Financial Group
![]() Albion Financial Group Investment ManagersFinance Albion Financial Group provides investment advisory services. It also offers financial planning services. The company was founded by William Tobias Levitt and John Quincy Bird in 1982 and is headquartered in Salt Lake City, UT. | Chief Operating Officer | 2021-03-15 |
Former positions of Mason Laird Woolf
Companies | Position | End |
---|---|---|
MORGAN STANLEY | Corporate Officer/Principal | - |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Training of Mason Laird Woolf
Westminster College (Utah) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
MORGAN STANLEY | Finance |
Private companies | 3 |
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Albion Management Group Ltd.
![]() Albion Management Group Ltd. Investment ManagersFinance Albion Management Group Ltd., do-business-as Albion Financial Group (Albion), is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by John Bird and William (Toby) Levitt in 1982. Albion provides portfolio management services to individuals, families and corporate or business entities. | Finance |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Albion Financial Group
![]() Albion Financial Group Investment ManagersFinance Albion Financial Group provides investment advisory services. It also offers financial planning services. The company was founded by William Tobias Levitt and John Quincy Bird in 1982 and is headquartered in Salt Lake City, UT. | Finance |
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