JEFFREY LAMB

PRINCIPAL

480.385.2840

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...
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TODD EARLY

CHIEF INVESTMENT OFFICER, AIFA(r), GFS(r)

480.385.2840

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...
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APRIL LAMB

CHIEF COMPLIANCE OFFICER

480.385.2840

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...

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COURTNEY MONTEIRO

SENIOR VICE PRESIDENT, AIF(R)

480.385.2840

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...
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CHARLES FREEMONT

VICE PRESIDENT, AIF(R)

480.385.2840

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...

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