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 C. Early, AIFA®, GFS®

Chief Investment Officer

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, AIF®

Senior Vice President

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, AIF®

Vice President

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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Matt Eden

Senior Vice President

480.385.2840

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...

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Mike Assam

Senior Vice President

480.385.2840

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...

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Tresten Joseph

Associate

480.385.2840

480.385.2855

Tresten.joseph@sovereignfinance.com

Mr. Joseph is an enrolled citizen of the Koyukon Athabascan nation of Tanana, AK descends from the Aa’niiih people of Ft. Belknap, MT. He graduated with a bachelor’s of science in Business and Economics from University of...
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Caitlin Gould

Administrative Assistant

480.385.2840

480.385.2855

Caitlin.gould@sovereignfinance.com

Ms. Gould is the Administrative Assistant for the Firm, joining the team in 2018. Ms. Gould brings over 9 years of administrative experience to the table. Ms. Gould is responsible for assisting in all aspects for the firm’s daily...
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