Josh Lancaster Email & Phone Number
Chief Investment Officer and Chief Compliance Officer @ Brown Financial Advisory
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Josh Lancaster Location
- Birmingham, AL, US
Josh Lancaster Work
- 2018 -now Chief Investment Officer and Chief Compliance Officer @
- 2017 -2018 Member @
- 1995 -2017 Director of Portfolio Operations and Chief Compliance Officer @ Kinsight, LLC
- 1993 -1995 Investment Services Officer @
- 1993 -1993 Merchandising Manager Trainee @
Josh Lancaster Education
- Mississippi State University - College of Business and Industry
BBA in Banking and Finance (Finance)
1989-1992
Josh Lancaster Skills
- Portfolio Management
- Investments
- Wealth Management
- Asset Management
- Mutual Funds
- Investment Advisory
- Financial Analysis
- Securities
- Asset Allocation
- Alternative Investments
- Financial Services
- Strategic Financial Planning
- Strategic Financial
Josh Lancaster Summary
- Josh Lancaster, based in Birmingham, AL, US, is currently a Chief Investment Officer and Chief Compliance Officer at Brown Financial Advisory. Josh Lancaster brings experience from previous roles at Waverly Advisors, LLC, Kinsight, LLC, AmSouth Bank and JCPenney. Josh Lancaster holds a 1989 - 1992 BBA in Banking and Finance in Finance @ Mississippi State University - College of Business and Industry. With a robust skill set that includes Portfolio Management, Investments, Wealth Management, Asset Management, Mutual Funds and more. Josh Lancaster has 2 emails and 7 mobile phone numbers on RocketReach.
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