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Andrew Beatty leads OCIO Services at LPL Financial. As a Vice President with the Chief Investment Officer Services group at LPL Financial, he is responsible for leveraging LPL Research’s data, insights, and thought leadership and creating customized models and portfolios, which are then integrated into GenWealth. Andrew came to LPL from Wells Fargo Asset Management, where he was responsible for manager selection and oversight for equity strategies. Before that, he was with Wilshire Associates and Cambridge Associates respectively, employed as a Senior Associate at both firms. With over 20 years of industry expertise, he has experience in a wide range of investing-related disciplines – including macroeconomics, fixed income, equities, manager selection, and more. He holds a BA in Political Science from the University of North Carolina – Chapel Hill.
A Path through the forest
In unstable financial terrain, John and Scott are bringing clarity about market trends for 2024 and more importantly what it means to you!
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