Our Team
Jeffrey Lamb
Principal
jeffrey.lamb@sovereignfinance.com
Prior to founding Sovereign Finance, Jeff Lamb was the Executive Director and Sector Captain of JP Morgan Securities’ Native American Finance Group. Mr. Lamb's tenure at JPMorgan lasted approximately six years and began in 2002...
Todd Early, AIFA®, GFS®
Chief Investment Officer
todd.early@sovereignfinance.com
Mr. Early has been associated with the Sovereign team since 2012 and now serves as the firm’s Chief Investment Officer, overseeing all aspects of portfolio construction, manager due diligence, performance analysis and fiduciary...
Matt Eden
Senior Vice President
matt.eden@sovereignfinance.com
Courtney Monteiro, AIF®
Senior Vice President
courtney.monteiro@sovereignfinance.com
Courtney Monteiro began his career in May of 2006 when hired as an investment banker with JPMorgan’s Native American Finance group. In May of 2008, Mr. Monteiro began working with the founding professionals of Sovereign to...
Michael Assam
Senior Vice President
michael.assam@sovereignfinance.com
Charles Freemont
Vice President
charles.freemont@sovereignfinance.com
After 18 years with Morgan Stanley and Wedbush Securities, Mr. Freemont joined Sovereign Finance LLC in August of 2017. During his 18 years in the financial services industry, Mr. Freemont has focused on consulting and managing the...