Andrew Beatty

In his role as an Outsourced Chief Investment Officer (OCIO) at LPL Financial, Andrew supports Loza Beck Wealth Management by providing economic insights and deep experience in the development of  investment philosophy and strategy. He works closely with the firm’s advisors to structure tailored investment strategies that align with clients’ financial goals and risk tolerance.

Andrew consults with the Loza Beck Wealth Management team and designs multi-asset portfolios that align with clients’ objectives. Andrew takes pride in his pivotal role to support the firm with professional 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 joining LPL, 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.