Head of OCIO Consulting, LPL Financial
In his role as Head of OCIO Consulting at LPL Financial, Andrew supports Olson Wealth Group as the Chief Investment Officer where he provides economic insights and deep experience in the development of Olson Wealth Group’s investment philosophy and strategy. He works closely with the firm’s advisors to structure tailored investment solutions that align with client’s financial goals and risk tolerance.
Andrew leads Investment Committee discussions and designs multi-asset portfolios that align with clients’ objectives. Andrew takes pride in his pivotal role to support Olson Wealth Group with expert guidance on investment strategies and market insights. He and his team conduct in-depth research, monitors market trends, and assesses risk factors to develop investment recommendations in all types of market conditions.
Before joining 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. 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 gained broader insights into the benefit of the multiple asset allocation strategies in portfolio management.