Andrew Beatty

In his role as Head of OCIO Consulting at LPL Financial, Andrew supports One Financial Services as the Chief Investment Officer where he provides economic insights and deep experience in the development of One Financial Service’s investment philosophy and strategy. He works closely with the firm to structure tailored investment solutions that align with client’s financial goals and risk tolerance.

Andrew supports One Financial Service’s Investment Committee and supports the design of multi-asset portfolios that align with clients’ objectives. Andrew takes pride in his pivotal role to support clients with expert guidance on investment strategies and market insights. He and his team conduct in-depth research, monitor market trends, and assess risk factors to develop investment recommendations in all types of market conditions.

Before launching LPL Financial’s OCIO Consulting Group, Andrew was a senior investment analyst with the Wells Fargo Investment Institute where he was responsible for investment strategy and manager selection. In addition, Andrew began his career as an institutional investment consultant with two of the leading global investment consulting firms, Cambridge Associates and Wilshire Associates, where he advised endowments, foundations, pension plans, and other institutions on investment decisions, asset allocation, and manager and strategy selection.

Andrew is a member of the LPL Research Strategic and Tactical Asset Allocation Committee, the Investment Manager Committee, and the Alternatives (Investment) Review Committee. Andrew earned his BA in Political Science from the University of North Carolina at Chapel Hill.

Andrew is a non-voting member of the Investment Committee.