About the Florida Trust

The Florida Local Government Investment Trust (Florida Trust) is a local government investment pool (LGIP) developed through the joint efforts of the Florida Court Clerks and Comptrollers (FCCC) and the Florida Association of Counties (FAC). It is the longest running member-owned and member-governed local government investment pool in the state of Florida. The Florida Trust is the first in the state to obtain a Standard and Poor’s rating and third in the nation. Organized on December 12, 1991, The Florida Trust is designed to complement existing investment programs by providing investment vehicles for funds that can be invested in short- to intermediate-term securities and have returns generally greater than the national average for money market instruments. The Florida Trust offers two open-ended, professionally managed funds available only to public entities in Florida. 

Board of Trustees

Honorable Paula S. O’Neil Ph.D

Honorable Paula S. O’Neil Ph.D

Chair

Pasco County Clerk of Court

Honorable Kenneth Welch

Honorable Kenneth Welch

Vice Chair

Pinellas County Commissioner

Honorable Robin DiSabatino

Honorable Robin DiSabatino

Secretary

Manatee County Commissioner

Honorable P. DeWitt Cason

Honorable P. DeWitt Cason

Columbia County Clerk of Court

Honorable Pamela Childers, CPA, CGFO

Honorable Pamela Childers, CPA, CGFO

Escambia County Clerk of Court

Honorable John Hall

Honorable John Hall

Polk County Commissioner

Investment Advisory Board

  • Honorable Paula S. O’Neil Ph.D., Chair, Pasco County Clerk of the Court
  • Philip Borozny, Vice Chair, Investment Manager, Polk County
  • Jan Brewer, Director of Financial Management, Manatee County
  • Michael Burton, Director of Finance/Records, Santa Rosa County
  • Claretha Harris, Finance Director, Pinellas County
  • Manny Long, Director of Financial Services, Pasco County
  • Sarah Koser, Interm Finance Director, The Villages
  • Honorable Jeffrey Smith, Indian River County Clerk of Court
  • Gary Stanford, Finance Director, Okaloosa County

Administrative Staff

  • Peggy Ball, Director of Management Services
  • Bryant Gries, Trust Operations Manager
  • Michelle Seitzmeir, Budget and Contracts Manager

Marketing and Member Relations

Portfolio Management

  • Asha Joshi, Managing Principal, Payden & Rygel
  • Beth Westvold, Senior Vice President, Payden & Rygel
  • Lisa Matiash, Associate Vice President, Payden & Rygel