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Andrew Deck, Vice President and Head of Alternative Investments, LPL Financial
Cover all institutional accounts in the Atlanta Metro Area
Receive a detailed breakdown of Wilshire Associates
Wilshire Advisors LLC operates as a Corporate Pension Fund (Investment Office) based at 1299 Ocean Avenue Suite 600, Santa Monica, CA, within the Los Angeles metro area. The firm serves institutional investors, financial advisors, and intermediaries by providing investment solutions, advanced financial analytics, and indexes supported by qualitative and quantitative research. Its client base includes central banks, pension funds, insurance companies, foundations, endowments, and family offices.
Wilshire Advisors reports assets under management (AUM) of approximately $79.3 million and assets under advisement (AUA) totaling $1.5 trillion. The firm offers bespoke advisory and outsourced CIO solutions, integrating environmental, social, and governance (ESG) considerations into its investment strategies. Its portfolios include alternative investments to support responsible investing and align with client goals.
Andrew sits at a really interesting intersection in the industry. He’s spent over two decades inside alternatives—hedge funds, fund-of-funds, and family offices, including serving as a Co-CIO. Today, he’s helping lead how one of the largest advisor platforms in the country thinks about sourcing, diligencing, and delivering private markets to thousands of financial advisors. And that’s where this gets interesting for our audience. Because this isn’t just about picking managers—it’s about translating institutional-quality investing into a format that actually works for advisors and their clients.
Metro Area:
Dallas
Key Account:
Wilmington Trust
Allocator Interview:
Lawrence Calcano, iCapital
Metro Area:
Minnesota
Key Account:
Stifel
Allocator Interview:
Jeremy Beal, Morgan Stanley
Metro Area:
Philadelphia
Key Account:
J.P. Morgan
Allocator Interview:
Matthew Ruffalo, Clarfeld
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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