Gary Nicklaus
Chairman of the Board
Mr. Gary T. Nicklaus is Vice Chairman of the Board of Directors of the Nicklaus Companies (“Nicklaus”). Nicklaus is an innovative global organization that has been investing throughout the world for decades, including spending the last 25+ years transacting business in China. Mr. Nicklaus is a member of the Board of Directors of companies in numerous sectors including Medical Technology, Cloud Computing, NearShore Technology and...
John M. Krambeer
Founder, Chief Executive Officer
Mr. John Krambeer founded Camden Capital in 2004 and is the Chief Executive Officer of the firm and the Chairman of Camden Capital’s investment strategy team, where he oversees the investment management process, including manager selection and review. Mr. Krambeer has extensive experience in providing wealthy families with strategic investment advice, including portfolio design and creation along with oversight of investment partnerships. Mr. Krambeer has...
Sean X. Chen
Chief Compliance Officer and Director of Operations
Mr. Sean Chen is the Chief Compliance Officer and Director of Operations. He is responsible for establishing and implementing effective standards, practices and procedures that are reasonably designed to prevent violations of the laws and regulations that apply to Camden Capital. Additionally, Sean works alongside the firms’ management team to construct and implement programs and best practices to keep pace with a changing regulatory and...
Brett Rykwalder
Director of Finance
Mr. Brett D. Rykwalder oversees financial reporting and operations of private funds sponsored and managed by Camden Capital. He works closely with the firm’s management team and third-party service providers. Prior to joining Camden Capital, Mr. Rykwalder spent five years at SS&C technologies where he was dedicated to Lighthouse Partners, an $11 Billion hedge fund. Among his many responsibilities, he oversaw daily operations for a...
Rich P. Bursek
President & Partner
Mr. Rich Bursek is responsible for corporate development and the national expansion of Camden. He leads the discovery and the successful alignment of professionals who passionately share the firm’s investment philosophy, client centric approach, corporate values and drive to consistently exceed service expectations. Mr. Bursek’s responsibilities include operations, compliance, oversight of the private equity funds, branding, marketing, public relations and client communications, as well as...
Kara S. Boccella
Managing Director
Ms. Kara S. Boccella manages Camden Capital’s Century City, CA, office and has spent over 25 years advising legal professionals, executives, entrepreneurs and high net-worth individuals and families in all areas of wealth and investment management, including estate, insurance, legacy, retirement and tax planning. She is actively involved in portfolio management and investment selection as a member of Camden Capital’s investment strategy team. Prior to...
Mark H. Udis
Partner
Mr. Mark Udis is a Partner of Camden Capital and joined the firm in 2005. Mr. Udis focuses on families of significant financial resources and is actively involved in the firm’s family office practice. As a member of Camden Capital’s investment strategy team, he is actively involved in portfolio management and manager selection. Mr. Udis began his career with Lockheed Martin where he participated in...
Constantine S. Hatzivassiliou
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 and he is an active member of Camden Capital’s investment strategy team. Prior to joining Camden Capital, Mr. Hatzivassiliou spent seventeen years in the high net worth investment and banking channels of The Bank of New York Mellon,...
Rita F. Soto CPA
Family Office Director
Ms. Rita 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. She has extensive experience in individual and corporate tax planning, compliance, cash flow analysis and wealth maximization. As Camden Capital’s Family Office CFO, Ms. Soto works with the firm’s ultra-high net worth families. Prior to joining Camden Capital,...
Jayson J. Brown, CFP®
Director
Mr. Jayson J. Brown advises high net-worth individuals and families. He is a member of Camden Capital’s business development and client relationship team that serves prominent families and individuals predominantly domiciled in Florida. He is also a member of Camden Capital’s investment strategy team. Prior to joining Camden Capital, Mr. Brown was one of the top investment consultants at TD Ameritrade where he implemented investment...
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...
Devon M. Galindo, ChFC®
Director
Ms. Devon M. Galindo manages client relationships, supports all facets of the advisory process and client experience, and advises legal professionals, executives, entrepreneurs, and high net-worth individuals and families on wealth and investment management, insurance and risk management, employment benefits, retirement, tax, and estate planning matters. Prior to joining Camden Capital, Ms. Galindo was a Senior Analyst at KLS Professional Advisors Group, a subsidiary of...
Edward T. McGlasson
Director
Mr. Edward McGlasson is focused on advising clients and establishing relationships with families, foundations, entrepreneurs and athletes. His passion is establishing long-term relationships and demonstrating excellence in his competencies. Mr. McGlasson began his career in finance in 2012 after spending four years competing worldwide as a member of the PGA Tour in Canada which included annual participation in the PGA Tours Q-School and its developmental...
Kristy H. Nguyen
Director
Ms. Kristy Nguyen is a Financial Planner specializing in strategic tax, retirement and estate planning for clients and their respective trusts and foundations. She oversees all financial plans and is actively involved in investment analysis as a member of Camden Capital’s investment strategy team. Ms. Nguyen also monitors the allocation of the investments and conducts ongoing evaluation of investment selection. With a concentration in tax...
Matthew L. Schulz
Director
Mr. Matthew Schulz works with clients to develop investment portfolios and customized portfolio strategies, in addition to maintaining performance reporting and managing client relationships. He is also an active member of Camden Capital’s investment strategy team. Prior to joining the Camden Capital team, Mr. Schulz worked for a specialty finance company where he focused on structuring debt financing for early stage companies. Mr. Schulz graduated...
Gi Faber
Associate Director
Ms. Gi Faber supports many of Camden Capital’s high-net-worth clients. She works with new and existing clients to service financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Ms. Faber acts as the company liaison with custodians, investment managers and other outside agencies. Ms. Faber has more than 15 years of financial services experience. Prior to joining Camden Capital, she spent...
Christy Charles
Associate Director
Ms. Christy Charles serves as an Associate Director 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...
Chloe Huang
Associate Director
Ms. Chloe Huang supports Camden Capital’s Florida office high-net-worth clients and families. She works with new and existing clients to service financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Ms. Huang acts as the company liaison with custodians, investment managers and other outside agencies. Prior to joining Camden Capital, Ms. Huang spent over four years at J.P. Morgan in Taiwan,...
Natashia Rogers
Associate Director
Ms. Natashia Rogers provides complex reporting and service needs for Camden Capital’s family office clients. She also supports Camden Capital’s high-net-worth clients out of the firm’s Florida office. Prior to Camden Capital, Ms. Rogers had a paralegal role at Broad and Cassel, a prominent Florida-based law firm. Prior to Broad and Cassel, Ms. Rogers had paralegal responsibilities working directly for the CFO of PlumChoice, a...
Penny Nagel
Family Office Controller
Ms. Penny Nagel has over 20 years of experience in providing financial and accounting services to ultra- high net worth families and to corporations. She is dedicated to maintaining accurate accounting records for her clients and their respective closely held companies, trusts and partnerships. She works closely with the firm’s management team and oversees day-to-day bookkeeping, provides cash flow management and budgeting for her clients...
Angelina LaRocca
Senior Accountant
Ms. Angelina LaRocca is a senior accountant in Camden Capital’s Family Office practice and is responsible for maintaining the bookkeeping for Camden Capital’s Family Office clients, including maintaining the integrity of the general ledger, reconciling accounts, producing financial reports and ensuring the accuracy of retirement accounts and investment schedules. Prior to joining Camden Capital, Ms. LaRocca spent the first seven years of her career in...
Cameron Doty
Associate
Mr. Cameron Doty is responsible for managing the accounts and inquiries of high-net-worth clients. Mr. Doty conducts performance reporting, tracks private equity investments, and manages the day to day accounting and servicing of high-net-worth clients. Mr. Doty joined Camden Capital in 2017. Prior to joining Camden Capital, Mr. Doty studied Economics and Entrepreneurship at Florida State University where he received a Bachelor of Science in...
Christopher J. Blassick
Director
Mr. Christopher J. Blassick supports client relationships and is focused on executing their investment strategies. He is also a member of Camden Capital’s investment strategy team where he helps to develop and implement asset allocation strategies and the investment management process. Prior to joining the Camden Capital team, Mr. Blassick helped oversee client assets at Salem Partners. Mr. Blassick also spent over six years at...