Mason Laird Woolf
Compliance Officer bei Albion Management Group Ltd.
Profil
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).
Aktive Positionen von Mason Laird Woolf
Unternehmen | Position | Beginn |
---|---|---|
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 | 01.03.2006 |
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. | Geschäftsführer | 16.03.2021 |
Ehemalige bekannte Positionen von Mason Laird Woolf
Unternehmen | Position | Ende |
---|---|---|
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 | - |
Ausbildung von Mason Laird Woolf
Westminster College (Utah) | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
MORGAN STANLEY | Finance |
Private Unternehmen | 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 |