Josh Lancaster, Cfa

Josh Lancaster, Cfa Email and Phone Number

Chief Investment Officer and Chief Compliance Officer at Brown Financial Advisory @ Brown Financial Advisory
fairhope, alabama, united states
Josh Lancaster, Cfa's Location
Birmingham, Alabama, United States, United States
Josh Lancaster, Cfa's Contact Details

Josh Lancaster, Cfa personal email

n/a
About Josh Lancaster, Cfa

Josh Lancaster, Cfa is a Chief Investment Officer and Chief Compliance Officer at Brown Financial Advisory at Brown Financial Advisory. He possess expertise in portfolio management, investments, wealth management, asset management, mutual funds and 7 more skills.

Josh Lancaster, Cfa's Current Company Details
Brown Financial Advisory

Brown Financial Advisory

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Chief Investment Officer and Chief Compliance Officer at Brown Financial Advisory
fairhope, alabama, united states
Website:
brownfinancialinfairhope.com
Employees:
4
Josh Lancaster, Cfa Work Experience Details
  • Brown Financial Advisory
    Chief Investment Officer And Chief Compliance Officer
    Brown Financial Advisory Sep 2018 - Present
    Josh partners with Scott McLeod to help implement the firm’s strategic vision and ensure continuity of leadership. As the firm’s Chief Investment Officer, Josh is responsible for making sure that the investment process runs smoothly. As the firm's Chief Compliance Officer, he strives to help the firm meet its fiduciary and regulatory responsibilities.The greatest joy in Josh’s life is spending time with his family. Josh and his high school sweetheart, Laura, have five grown children (three sons and two daughters) and three grandchildren. Homeschooling all five children allowed the family to pile into their minivan and take many trips throughout the United States. Fun Fact: Josh collects coffee mugs from every place visited by the family and is up to almost 100 mugs. Josh and his family are involved in their church’s AWANA kids ministry and Primetimers (senior citizen) ministry. Another Fun Fact: Josh is a certified food handler in the state of Alabama which allows him to cook and serve in his church’s kitchen.
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  • Waverly Advisors, Llc
    Member
    Waverly Advisors, Llc Apr 2017 - Sep 2018
    Birmingham, Alabama Area
    Waverly Advisors (formerly Warren Averett Asset Management) purchased Kinsight, LLC
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  • Kinsight, Llc
    Director Of Portfolio Operations & Chief Compliance Officer
    Kinsight, Llc Oct 1995 - Apr 2017
    Birmingham, Alabama Area
  • Amsouth Bank
    Investment Services Officer
    Amsouth Bank Sep 1993 - Oct 1995
    Birmingham, Alabama Area
    AmSouth Bank was purchased by Regions Bank
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  • Jcpenney
    Merchandising Manager Trainee
    Jcpenney Jan 1993 - Sep 1993
    Metairie, La
    View

Josh Lancaster, Cfa Skills

Portfolio Management Investments Wealth Management Asset Management Mutual Funds Investment Advisory Financial Analysis Securities Asset Allocation Alternative Investments Financial Services Strategic Financial Planning

Josh Lancaster, Cfa Education Details

Frequently Asked Questions about Josh Lancaster, Cfa

What company does Josh Lancaster, Cfa work for?

Josh Lancaster, Cfa works for Brown Financial Advisory

What is Josh Lancaster, Cfa's role at the current company?

Josh Lancaster, Cfa's current role is Chief Investment Officer and Chief Compliance Officer at Brown Financial Advisory.

What is Josh Lancaster, Cfa's email address?

Josh Lancaster, Cfa's email address is jo****@****ght.com

What schools did Josh Lancaster, Cfa attend?

Josh Lancaster, Cfa attended Mississippi State University - College Of Business And Industry.

What skills is Josh Lancaster, Cfa known for?

Josh Lancaster, Cfa has skills like Portfolio Management, Investments, Wealth Management, Asset Management, Mutual Funds, Investment Advisory, Financial Analysis, Securities, Asset Allocation, Alternative Investments, Financial Services, Strategic Financial Planning.

Who are Josh Lancaster, Cfa's colleagues?

Josh Lancaster, Cfa's colleagues are Harvey Hutchinson, Ll.m. (Tax), J.d., Cfp, Stephanie Bell, Evan Hipp, Joseph Brown, Mariza Wultsch, Cfp®, Mba.

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