AIP Headquarters
100 Main Street
Suite 301
Safety Harbor, Florida 34695
727.799.3671 Main
888.248.8324 Toll-free
727.799.1232 Fax
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William (W.O.) serves as Director, Institutional Business Development for Advanced Investment Partners (AIP). His primary responsibility is to further develop relationships between AIP and the consultant and plan sponsor community.
Prior to joining AIP, W.O. served as a Managing Partner at Westwood Distributors, where he was responsible for marketing investment and consulting services to plan sponsors. Before working with Westwood, W.O. spent 16 years as the Chief of Management Policy at the Florida State Board of Administration (SBA). In his role with the SBA, W.O. was responsible for investment management selection, consultant relations, investment policy development, contract development, legislative liaison, and corporate governance. He developed investment policy guidelines for Florida Hurricane Catastrophe Fund and the Florida College Prepaid Fund.
W.O. is a past member of several investment/advisory committees, including The Executive Committee of the Council of Institutional Investors, The Investment Advisory Committee for the City of Tallahassee Retirement Fund, and Sinking Fund Commission – where he served three terms. He is Chairman of the Investment Committee for the Athletic Foundation and Booster Foundation at Florida State University. He serves on the Finance and Budget Committee for the Florida Presbytery. WO also serves on the Investment Committee and is on the Board of Directors of the Westminster Communities of Florida. He attended Florida State University and the Florida Bankers Association Management School. W.O. is the current Chairman of the Florida Public Pension Trustees Association Advisory Committee and teaches and instructs regularly at the FPPTA Trustee School.