About Pius CFO Advisors
20 years of institutional finance experience — now accessible to organizations that deserve the same level of rigor, without the full-time executive cost.
Ony Pius
Pius CFO Advisors was founded on a simple belief: growth-stage and mid-market organizations deserve access to the same caliber of financial leadership that billion-dollar institutions rely on — without having to hire a full-time CFO to get it.
With over two decades managing institutional portfolios at a state-run public pension plan, one of the largest nonprofit healthcare systems in the U.S., and a registered investment advisory firm built from the ground up, the practice has operated at the intersection of strategy, governance, and execution at every level of organizational complexity.
That experience — managing $28 billion in endowment assets, overseeing $9B+ at a state pension plan, leading a $4.2B M&A integration, and building an advisory firm from zero to $800M AUM — is now available to companies like yours on a flexible, fractional basis.
Ony holds an MBA from the University of North Carolina at Chapel Hill and a Bachelor of Arts in Finance from the University of Alaska Fairbanks. Pius CFO Advisors is based in Olympia, Washington and serves clients nationwide.
Where Our Thinking Comes From
Every founder we work with is at a different stage and facing a different challenge. What doesn't change is the discipline we bring — a set of habits, frameworks, and instincts developed over two decades of managing financial complexity at the institutional level. Here is where that thinking comes from.
When we built the financial infrastructure of a registered investment advisory firm from zero — designing every policy, procedure, and governance framework without a template or a precedent — the most important discipline was knowing what needed to exist before it was needed. Not reacting to problems, but anticipating the financial architecture that a growing organization would require six months, twelve months, three years out. That forward-looking infrastructure discipline is what we bring to every growth-stage engagement. We are not here to clean up what exists. We are here to build what your next stage of growth demands.
Managing a $28 billion endowment at one of the largest nonprofit healthcare systems in the country is not fundamentally different from managing the treasury of a $10 million company — except that at $28 billion, the cost of getting it wrong is measured in hundreds of millions of dollars. That experience calibrates how seriously we take financial stewardship at every scale. When we look at how your cash is sitting, how your reserves are structured, or how your capital is being allocated, we are applying the same rigor we applied to portfolios most people will never work anywhere near.
Leading the financial integration of a $4.2 billion acquisition — coordinating across legal, finance, and regulatory teams, reconciling two completely different financial infrastructures, and delivering clean combined reporting to a board with no patience for uncertainty — taught us one thing above all else. The quality of financial work under pressure is determined entirely by the preparation that happened before the pressure arrived. When we engage with a company preparing for a transaction, a raise, or a significant structural change, we are drawing on that experience directly.
Most of the founders we work with have heard the phrase "institutional-grade" and assumed it meant expensive, slow, or overly complex. What it actually means is systematic. It means having a process that produces reliable outputs regardless of who is having a bad week, what the market is doing, or how fast the company is growing. It means building financial infrastructure that works when you need it most — not just when things are going well. That is what we mean when we say we bring institutional depth to your organization.
2023 – 2025
Portfolio Manager - Private Equity
State-Run Public Pension Plan — Olympia, WA
Managed $9B+ in assets across diverse strategies with $200M+ in annual capital allocation. Developed board presentations and governance frameworks that enhanced organizational decision-making and operational efficiency.
2019 – 2023
Chief Investment Officer
Registered Investment Advisory Firm — Seattle, WA
Built the firm's financial management processes and portfolio methodology from scratch, achieving $800M in assets under management within three years through strategic client acquisition and institutional-grade infrastructure.
2015 – 2019
Investment Analyst
Major Nonprofit Healthcare System — Renton, WA
Actively managed $28B in assets across multiple stakeholder groups. Led a $4.2B M&A integration and implemented a treasury management system that reduced manual processes by 25%.
2011 – 2015
Junior Portfolio Manager & Business Analyst
Global Financial Institutions — Seattle, WA & Charlotte, NC
Executed capital allocation decisions across major asset classes and developed customized financial programs for institutional clients at two of the world's largest financial institutions.
2006 – 2011
Senior Operations & Financial Control Analyst
Global Investment Bank — New York City & Whippany, NJ
Led North American brokerage operations centralization. Oversaw a revenue recovery project yielding $2M+ in execution fees. Managed system integration following a major acquisition.
Education
Master of Business Administration
University of North Carolina — Chapel Hill, NC
Bachelor of Arts in Finance
University of Alaska Fairbanks — Fairbanks, AK