Good Life Companies
Joshua Chase is an experienced finance professional who currently serves as an Advisor Relationship Manager at Good Life Companies, a position held since July 2023. Previously, Joshua held the role of Vice President of Business Development at B. Riley Wealth Management from August 2020 to June 2023 and worked as a Senior Associate at Kingsview Asset Management from April 2013 to August 2020, where responsibilities included managing client relationships and facilitating complex financial transactions. Joshua's earlier experience encompasses various roles in client relationship management and financial services, including positions at Kingsview, LLC, Options Pro Corp., Time Leverage Capital Corp., and Premier Financial. Joshua earned a Bachelor's degree in Political Science and Government from the University of Massachusetts Amherst, and received a high school diploma from Beverly High School.
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Good Life Companies
Good Life Companies is a result of the culmination of a small group of Financial Advisors that came together to create a platform and culture for other Financial Advisors that are also in the pursuit of their own vision of the Good Life.