Amanda Courtney, Director

Ms. Amanda Courtney oversees account administration and maintenance. She works with new and existing clients to service all financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Amanda acts as the company liaison with custodians, investment managers and other outside agencies. She manages client relationships and helps support all facets of the advisory process and client experience. She is a Personal Financial Planner certified by UCLA.

Ms. Courtney has worked in the financial services industry since 2003. She began her career at American Business Bank, a commercial bank specializing in serving the middle market business community of Southern California. Ms. Courtney also has experience in commercial real estate, as she worked closely with the Acquisitions and Dispositions Department of Thomas Properties Group, a full service real estate operating company and institutional investment manager.

Ms. Courtney earned her B.A. in History from The Catholic University of America in Washington, D.C.

Michelle R. Lutein, Associate Director

Ms. Michelle Lutein oversees account administration and maintenance for our Florida office. She works with new and existing clients to service all financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Michelle acts as the company liaison with custodians, investment managers and other outside agencies. She manages client relationships and helps support all facets of the advisory process and client experience.

Ms. Lutein has great pride in providing an elite level of service to each of our team’s relationships through her own seasoned experience and through the resources afforded to our team by Camden Capital and its strategic partners.

Ms. Lutein has worked in the financial services industry since 1999. Her diverse experience with domestic and international high net worth individuals has been built through her tenure at firms such as Merrill Lynch, Neuberger Berman and J.P. Morgan.

Michelle attended Emory University and graduated with a major in Psychology and a minor in Spanish. Michelle is fluent in Spanish and is in the process of learning Portuguese.

Christy Charles, Associate

Ms. Christy Charles serves as a Client Relations Associate for Camden Capital. She focuses on updating client reporting while servicing account inquiries and requests. She coordinates transactions and documentation and maintains investment records.

Prior to joining Camden, Ms. Charles worked in the technology industry, where she assisted with user experience testing, web design, and customer service.

Christy attended the University of California, Riverside and received a Bachelor's Degree in Anthropology and a minor in Sociology.