Our Team
Jeffrey Lamb
Principal
480.385.2855
Jeffrey.lamb@sovereignfinance.com
Prior to founding Sovereign Finance, Mr. 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...
Todd C. Early, AIFA®, GFS®
Chief Investment Officer
480.385.2855
Todd.Early@sovereignfinance.com
Mr. Early has nearly a decade of experience working in Indian Country and has responsibility for managing investment priorities for the firm. Prior to his engagement with SIA, Mr. Early held numerous investment leadership roles to...
April Lamb
Chief Compliance Officer
480.385.2855
April.Lamb@sovereignfinance.com
Ms. Lamb’s responsible for all compliance efforts at the Firm, has a great understanding of the applicable state and federal securities laws that SIA must adhere to as an RIA. In order to develop and implement an effective...
Courtney Monteiro, AIF®
Senior Vice President
480.385.2855
Courtney.Monteiro@sovereignfinance.com
Mr. Monteiro began his career in May of 2006 when hired with JPMorgan’s Native American Finance group. In May of 2008, Mr. Monteiro began working with Mr. Lamb and Mr. Eden to support the development of Sovereign Finance. Since...
Charles Freemont, AIF®
Vice President
480.385.2855
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 20 years in the financial services industry, Mr. Freemont has focused on consulting and managing the...
Matt Eden
Senior Vice President
480.385.2855
Matt.Eden@sovereignfinance.com
Prior to joining Mr. Lamb, Mr. Eden worked for JP Morgan Securities Inc. where he began in September of 2002 as an associate in the newly formed Native American Finance Group. Prior to joining JP Morgan, Mr. Eden worked as an...
Mike Assam
Senior Vice President
480.385.2855
Michael.Assam@sovereignfinance.com
Mr. Assam has worked for some of the largest financial institutions in the country including JP Morgan Securities and Wells Fargo Advisors in the areas of proprietary trading, equity research, and fixed income investment banking. At...
Tresten Joseph
Associate
480.385.2855
Tresten.joseph@sovereignfinance.com
Caitlin Gould
Administrative Assistant
480.385.2855
Caitlin.gould@sovereignfinance.com