An aerial view of Fairhope, Alabama.

Meet Josh Lancaster

CFA, Chief Investment Officer & Chief Compliance Officer

“I was a managerial trainee when I graduated from college and realized the retail world wasn’t for me. So I returned to finance, my first love, and never looked back.”


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

Josh has spent the last 30+ years in the investment industry, most of those with fee-only financial advising firms in just about every role, including operations, client experience, and compliance. He has experience in the investment process from selecting investment models to executing trades. As a client adviser, Josh has seen firsthand how working with a firm like Brown Financial can provide clients peace of mind.

As the chief investment officer and chief compliance officer, Josh is responsible for ensuring the investment process runs smoothly and the firm continues to meet its fiduciary responsibilities. Additionally, Josh partners with Scott to implement the firm’s strategic vision for leadership continuity.

The greatest joy in Josh’s life is spending time with his family. Josh and his high school sweetheart, Laura, have five adult children (three sons and two daughters) and five grandchildren. Homeschooling all five children allowed them to drive through all the lower 48 states in their family minivan. 

Fun Fact: Josh collects coffee mugs from every place he’s visited, with well over 100 in his collection. Josh and his family are actively involved in their church’s Adventure Crew youth ministry and Primetimers, its senior citizen ministry. As a certified food handler in Alabama, he can also cook and serve in his church’s kitchen.

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