Josh Chase, CPBC, CPMBC


Joshua is a seasoned professional with over 15 years of experience in the financial services industry. He graduated from the University of Massachusetts at Amherst with a degree in political science and a minor in history. After initially working as a social worker and later as a senior loan officer, Joshua transitioned to a career in finance.

In 2008, amidst the financial crisis, Joshua obtained his Series 3 license to trade commodities and began his journey in the industry. He quickly excelled in client relations, derivatives strategies, and risk management, earning additional licenses such as the Investment Advisory License and Resident Health & Life Agent License.

In 2020, Joshua joined B. Riley, an investment bank, where he held the role of Business Development Analyst. Within a short period, he showcased his ability to provide high-level service to top executives while also contributing to various aspects of business development.

Recognized for his expertise and contributions, Joshua was promoted to Vice President of Business Development in 2021. In this role, he played a key role in the growth and development of the firm’s asset management division while earning his SIE and Series 7.

In 2023, Joshua transitioned to Good Life Co. as an Advisory Relationship Manager. Here, he focuses on supporting the growth and wellbeing of independent financial advisors, emphasizing a better life and ecosystem for them.

Throughout his career, Joshua has demonstrated a passion for professional growth, client service, and building strong relationships within the financial services industry.

Education, Certifications, and Boards:

  • B.A. Political Science University of Massachusetts at Amherst
  • Series 7
  • Series 65

Areas of Expertise

  • Wellness, Business Growth
  • Leadership, Recruiting
  • Risk Management
  • Strategic Planning
  • Financial Markets
  • Derivatives
  • Trading
  • Market instruments.


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