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Todd Early, AIFA®, GFS®

Todd Early, AIFA®, GFS®

Chief Investment Officer

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 governance of tribal accounts. He collaborates with tribes and non-profits with tribal missions to design investment solutions that support near term spending requirements and long term funding priorities.

Mr. Early served as a US Air Force Officer and was promoted to Chief of Budget & Financial Analysis beginning a successful careers as a leader in financial and investment management. His Institutional investment experience spans nearly 20 years, working in key leadership positions within Trusco Capital Management, and as the Director of Institutional Services for Edelman Financial, Capital Advisory Group, and The Colony Group.

Mr. Early holds a BA from the Virginia Military Institute and an MBA from the University of South Carolina. He has also completed Executive programs at MIT, the Harvard School of Business, and New York University. He has earned both the Accredited Investment Fiduciary Analyst (AIFA®) and Global Financial Steward (GFS®) designations.