Andy Osby, ChFC®, CRPC
Chief Investment Officer, VP - Brokers Financial
Andy is responsible for investment design and implementation of the Brokers International Financial Services Retirement Ally portfolio strategies consisting of fixed-income, domestic equity, international equities, and alternatives. While at Brokers Financial, he has realized the benefits of practicing a “risk-first” methodology.
Andy has over 23 years of experience in the financial services industry that includes managed account portfolio construction at Principal Financial Group as the Director of Investments and Senior Product Manager where he was responsible for overseeing $5 Billion in client assets under management.
Andy earned a B.B.A in Finance, holds a Chartered Financial Consultant (ChFC®) designation, Chartered Retirement Planning Counselor (CRPC®) designation, and Series 7 (General Securities Representative), 24 (General Securities Principal), 53 (Municipal Securities Principal), and 66 (Uniform Investment Adviser – Combined State Laws) licenses.