Josh Lancaster
Chief Investment Officer at Brown McLeod, Inc.
Profile
Mr. Joshua W.
Lancaster, CFA, is a Chief Investment Officer & Chief Compliance Officer at Brown McLeod, Inc. He has spent the last 28 years in the investment industry, 24 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.
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, he is responsible for making sure that the investment process runs smoothly.
In his role as Chief Compliance Officer, he strives to make sure the firm continues to meet its fiduciary responsibilities.
Additionally, he partners with Mr. Daniel Scott to help implement the firm’s strategic vision and ensure continuity of leadership.
Mr. Lancaster was previously employed as an Investment Services Officer by Amsouth Investment Management Co LLC.
He received his undergraduate degree from Mississippi State University.
He is a Chartered Financial Analyst and Member of the CFA Society of Alabama.
Josh Lancaster active positions
| Companies | Position | Start |
|---|---|---|
Brown McLeod, Inc.
 Brown McLeod, Inc. Investment ManagersFinance Brown McLeod, Inc., do-business-as Brown Financial Advisory (BFA), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Fairhope, Alabama. Founded in 2010, BFA provides investment advice and/or management supervisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. | Chief Investment Officer | 31/08/2018 |
Former positions of Josh Lancaster
| Companies | Position | End |
|---|---|---|
AmSouth Asset Management, Inc.
 AmSouth Asset Management, Inc. Investment ManagersFinance AmSouth Asset Management, Inc., a wholly owned subsidiary of AmSouth Bancorp (NYSE: ASO), serves as investment advisor to the AmSouth Funds. The firm is headquartered in Birmingham, Alabama. | Corporate Officer/Principal | 30/12/1994 |
Training of Josh Lancaster
| Mississippi State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
AmSouth Asset Management, Inc.
AmSouth Asset Management, Inc. Investment ManagersFinance AmSouth Asset Management, Inc., a wholly owned subsidiary of AmSouth Bancorp (NYSE: ASO), serves as investment advisor to the AmSouth Funds. The firm is headquartered in Birmingham, Alabama. | Finance |
Brown McLeod, Inc.
Brown McLeod, Inc. Investment ManagersFinance Brown McLeod, Inc., do-business-as Brown Financial Advisory (BFA), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Fairhope, Alabama. Founded in 2010, BFA provides investment advice and/or management supervisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. | Finance |
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