Andrew Beatty

OCIO

Andrew supports Roberts, Ring & Fischer Wealth Management by providing economic insights, participating in Investment Committee discussions, and helping design multi-asset portfolios that align with clients’ objectives.

As an Assistant Vice President and senior investment member of the LPL Research team, Andrew leads the firm’s Outsourced Chief Investment Officer (OCIO) service. In addition, Andrew is a member of the LPL Financial Strategic and Tactical Asset Allocation Committee and is a key contributor to the LPL Research centrally managed model portfolios.

Before joining LPL Financial in 2021, Andrew was a senior investment analyst with the Wells Fargo Investment Institute. 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.

Andrew received his bachelor’s degree in political science from the University of North Carolina at Chapel Hill.