Josh Lancaster, CFA

Chief Investment Officer

Josh Lancaster

It is interesting where life takes you. After graduating from college with a degree in Banking and Finance, Josh went a different path and went to work as a managerial trainee in a major department store. Two things happened during that first job: he had his first child and quickly realized that the retail world was not for him. He went back to Finance, his first love, and has not looked back.

Josh has spent the last 25 years in the investment industry, 23 of those years with fee-only financial advising firms doing just about every job to be done. He has experience in the investment process from the selection of the investment models to the execution of trades. As a client adviser, Josh has seen first hand how working with a firm like Brown Financial can provide clients with peace of mind. He has held roles which include making sure that portfolio operations and the client experience run well and that the firm is compliant with the many regulations that govern the industry.

As the firm’s Chief Investment Officer, Josh is responsible for making sure that the investment process runs smoothly. Josh also partners with Scott to help implement the firm’s strategic vision and ensure continuity of leadership. He will soon take over the role of Chief Compliance Officer, helping to make sure the firm continues to meet its fiduciary responsibilities.

EDUCATION/CERTIFICATIONS

  • BBA Banking and Finance, Mississippi State University, 1992
  • Chartered Financial Analyst, 2002
  • Member of the CFA Society of Alabama

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), a daughter-in-law, and their first grand baby on the way. 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.