Our Team
JEFFREY LAMB
PRINCIPAL
480.385.2855
jeffrey.lamb@sovereignfinance.com
TODD EARLY
CHIEF INVESTMENT OFFICER, AIFA(r), GFS(r)
480.385.2855
todd.early@sovereignfinance.com
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
SENIOR VICE PRESIDENT, AIF(R)
480.385.2855
courtney.monteiro@sovereignfinance.com
CHARLES FREEMONT
VICE PRESIDENT, AIF(R)
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...