Fred serves FLP as a Principal and Managing Director of Interval Funds. He is the President and Board Chair of the AOG Institutional Fund. He founded AOG Wealth Management in 2000 as CEO and the AOG Institutional Fund in 2021. AOG Wealth Management was an SEC-Registered Investment Advisory firm located in Reston, Virginia. He is also an Accredited Investment Fiduciary and has been a FINRA-Registered Principal. He is a frequent speaker and panelist at professional associations and advisor practice management meetings. He is a co-author of the book Being in Business Is a Funny Thing – Getting Out Is Not.
Fred completed his undergraduate work at The College of William and Mary with an Interdisciplinary major in government, history, and economics. Fred served as a Vice President for both Commonwealth Land Title Insurance Company and First American Title Company. At both companies, Fred prepared and reviewed title examinations, served as a Branch Manager, Risk Officer, and Underwriter of commercial title insurance policies. He served as an Escrow Officer on some iconic real estate projects in Northern Virginia developed in the late 1980s and early 1990s including projects for the Metropolitan Washington Airports Authority and the Resolution Trust Corporation.
In 2011, he was elected to the Board of Directors of ADISA (Alternative & Direct Investment Securities Association) and has been a member of the Policy, Regulatory, and Legal Affairs Committee for the Institute for Portfolio Alternatives since 2013.
Fred’s community involvement includes former service as Chairman of the Board of Directors for David’s Hope International, and a Trustee for Fork Union Military Academy and the International DeMolay Foundation. He is currently a Trustee for Jill’s House and the Virginia Masonic Youth Foundation.
*View certification and designation definitions here