Andrew Beatty

Head of OCIO Services

Andrew Beatty leads OCIO Services at LPL Financial. As Head of Outsourced Chief Investment Officer Services, he is responsible for leveraging LPL Research’s data, insights, and thought leadership and creating customized models and portfolios, which are then integrated into an advisor’s practice.


In essence, OCIO services helps advisors become more efficient by enabling the flow of tailored, institutional-grade research into advisors' practices. This customized offering gives advisors the flexibility to seamlessly integrate their personal investment philosophy into the practice, while eliminating the effort and time associated with the task. In turn, this frees up advisors to focus on other aspects of their business.

"This service is a big differentiator for us. My group harnesses all of the horsepower of LPL Research and brings a custom version of it to advisors' front doors."

Prior to joining LPL Financial

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.

Education & Achievements

BA in Political Science, University of North Carolina - Chapel Hill