Courtney Monteiro, AIF®

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 that time, he has worked across the Firm’s primary business lines with special emphasis on the development and growth of Sovereign Investment Advisors, the firm’s SEC Registered Investment Advisory line of business. Mr. Monteiro has provided investment, debt and financial consulting services to clients across the country ranging from the development of comprehensive investment programs including, but not limited to, permanent funds, minor’s trust funds, education endowments, and the removal of trust funds from Office of Special Trustee, to arranging complex financing transactions for various tribal development purposes including commercial, economic, governmental and infrastructure projects. In addition, Mr. Monteiro has served in a consultative capacity guiding clients through the comprehensive process necessary to source, evaluate and execute all manner of diversification initiatives including the requisite due diligence and analytics necessary to justify the acquisition of new assets by tribal enterprises.

Prior to joining JPMorgan, Mr. Monteiro interned with KPMG’s Tribal Advisory Services Group and clerked for several law firms, the majority of which worked exclusively with tribes and tribal members. Mr. Monteiro has a Juris Doctorate with a Certificate in Indian Law from the Sandra Day O'Connor College of Law, a Master of Business Administration from the W.P. Carey School of Business, and a Bachelor of Arts from Colby College. Mr. Monteiro is an enrolled member of the Wampanoag Tribe of Gay Head, Aquinnah, is an Accredited Investment Fiduciary (AIF®) and holds a Series 65 license.