

Joshua Lancaster
Chief Investment Officer & CCO
Brown Financial Advisory
United States, Alabama, Fairhope
About Me
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 cof
Profile Information
Chief Investment Officer & CCO
Brown Financial Advisory
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Fairhope
Alabama
United States
May 16, 2024
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