John M. Krambeer Recognized as Top Advisor by Barron’s Four Years In A Row - Los Angeles, March 2017 – For a fourth year in a row, CEO and Founder, John M. Krambeer has been distinguished by Barron’s as one of America’s Top Financial Advisors. The publication recognizes financial advisors that represent the top percentile of advisors who have substantial and well-managed practices located in the United States. Read More >
Barron’s Recognizes Camden Capital’s CEO John Krambeer as Top 100 Independent Wealth Advisor - Los Angeles, August 2016 – Camden Capital’s CEO and Founder, John M. Krambeer, has been distinguished by Barron’s as one of America’s Top 100 Independent Wealth Advisors. Barron’s ranking of the Top 100 independents is based on assets under management and the quality of the advisors’ practice. Read More >
Camden Capital Named to 2016 Financial Times 300 Top Registered Investment Advisors - Los Angeles, June 2016 – For a second year in a row, Camden Capital has been named to the Financial Times 300 Top Registered Investment Advisors. The list distinguishes top independent registered investment advisory firms from across the U.S. Based on their assets under management, more than 1,500 pre-screened firms were invited to apply for consideration. Read More >
Camden Capital’s CEO John M. Krambeer Recognized as Top Advisor by Barron’s Three Years In A Row - Los Angeles, March 2016 – For a third year in a row, CEO and Founder, John M. Krambeer has been distinguished by Barron’s as one of America’s Top Financial Advisors. The publication recognizes financial advisors that represent the top one percent of advisors who have substantial and well-managed practices located in the United States. Read More >
Camden Capital Names Rita Soto CPA, as Family Office CFO - Palm Beach, October 2015 – Camden Capital announces the appointment of Ms. Rita Soto CPA, as Family Office CFO. Ms. Soto has over twenty-five years of experience in providing financial, accounting, tax and family office solutions to closely held companies and high net worth individuals. Read More >
Camden Capital Named to 2015 Financial Times 300 Top Registered Investment Advisors - Los Angeles, June 2015 – Camden Capital is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisors. The list recognizes top independent RIA firms from across the U.S. Based on their assets under management, more than 2,000 elite RIA firms were invited to apply for consideration. Read More >
Camden Capital Names Monica Van Tassel, Director - Palm Beach, June 2015 – Camden Capital announces the appointment of Ms. Monica Van Tassel as Director. Ms. Van Tassel has over fifteen years of investment industry experience advising business owners, entrepreneurs, foundations and high net worth families on wealth management, legacy planning and family office matters. Read More >
John M. Krambeer Recognized as 2015 Top Advisor by Barron’s - Los Angeles, February 2015 – For a second year in a row, CEO and Founder, John M. Krambeer has been distinguished by Barron’s as one of America’s Top Financial Advisors. The publication recognizes financial advisors that represent the top one percent of advisors who have substantial and well-managed practices located in the United States. Read More >
Kara S. Boccella Named Managing Director - Los Angeles, August 2014 – Camden Capital announces the appointment of Ms. Kara S. Boccella as managing director and Ms. Devon M. Galindo as client relations associate. Ms. Boccella has twenty-five years of experience advising legal professionals, business owners, entrepreneurs and high net worth families on wealth management, legacy planning and family office matters. Read More >
Florida Office Welcomes Jayson J. Brown - Palm Beach, March 2014 – Camden Capital announces the appointment of Mr. Jayson J. Brown as Director. Prior to joining Camden Capital, Mr. Brown was one of the top investment consultants at TD Ameritrade where he implemented investment solutions for affluent families. Read More >
Constantine S. Hatzivassiliou Joins Florida Office​ - Palm Beach, February 2014 – Camden Capital announces the appointment of Mr. Constantine Hatzivassiliou as Managing Director. Mr. Hatzivassiliou advises affluent individuals, families and institutions, as well as their respective trusts, estates, foundations and endowments on all wealth management and family office related matters. He works closely with his clients’ tax and legal professionals. Read More >
CEO Recognized as 2014 Top Advisor by Barron’s - Los Angeles, February 2014 – CEO and Founder, John M. Krambeer was recently distinguished by Barron’s as one of America’s Top Financial Advisors. The financial publication recognizes financial advisors that represent the top one percent of advisors who have substantial and well-managed practices located in the United States. Read More >
Camden Capital Welcomes Monte I. Resnick - ​Palm Beach, September 2013 – Camden Capital announces the appointment of Mr. Monte Resnick as Managing Director. Mr. Resnick is establishing the firm’s wealth management business throughout Florida. He is actively involved in portfolio management selection as a member of the firm’s Investment Committee. Read More >
13th Fastest Growing RIA Firm - Los Angeles, July 2013 – Camden Capital was recently named the 13th Fastest Growing Registered Investment Advisory Firm by Financial Advisor Magazine. The high net worth wealth management firm attributes its success to providing superior client service and world-class investment access. Read More >
Florida Office Opened - ​Palm Beach, April 2013 – World-class wealth management provider, Camden Capital, announces the opening of its Florida office in North Palm Beach, Florida. Located in Golden Bear Plaza, the expansion into Florida is consistent with Camden's strategy to offer high net worth individuals unique access to investment products through seasoned wealth management professionals throughout the country. Read More >
Rich P. Bursek Joins as Partner - Palm Beach, October 2012 – Camden Capital announces the addition of Rich P. Bursek as Partner. Prior to his arrival at Camden, Mr. Bursek was the Chief Operating Officer of a wealth and trust business with offices throughout Florida. Read More >
Gary T. Nicklaus Appointed to the Board - Palm Beach, July 2012 – Camden Capital announces the appointment of Gary Nicklaus to the Board of Directors and has been named Partner of Camden Capital. Mr. Nicklaus has been the Vice Chairman of the Board of the Nicklaus Companies since 2009. Read More >
Founder Highlighted in Registered Rep. - Los Angeles, July 2010 – John M. Krambeer is highlighted in Cheryl Munk’s article Advisors in Transition and Client Communication Strategies, which was distributed in the July issue of Registered Rep. Magazine’s practice management e‐newsletter. Read More >
New Breakaway Clients Seek Camden Capital - Los Angeles, July 2010 – John M. Krambeer is featured in Registered Rep. Magazine in an article titled “The New Breakaways: Clients.” The article discusses the recent growth in Registered Investment Advisory firms, as investors have departed from the wire‐house brokerage model and have put their trust in independent advisory firms. Read More >
Ranked 33rd In Annual Top Dogs Report​ - Los Angeles, August 2008 – Camden Capital has been recognized as the No. 33 Top Advisory Firm in Wealth Manager magazine’s 2008 Top Dogs ranking, its eighth annual ranking of America’s top wealth managers. Read More >
Moving Up Two Spots In Annual Top Dogs Report​ - Los Angeles, August 2007 – Camden Capital has been recognized as the No. 41 Top Advisory Firm in Wealth Manager magazine’s 2007 Top Dogs ranking, its seventh annual ranking of America’s top wealth managers. Read More >
Founder Joins Schwab Advisory Council - San Francisco, June 2007 – As increasing numbers of advisors choose to leave traditional financial services companies and start independent firms, Schwab Institutional has created a new advisory council designed to help ensure that transitioning advisors’ needs are being met. Read More >
Mark H. Udis Joins as Director - Los Angeles, December 2005 – Camden Capital is pleased to announce that Mark H. Udis, who formerly worked in corporate finance on the East Coast, has been named Director of the company. Read More >