People

Rich P. Bursek

President & Partner

Mr. Rich P. Bursek is President, Partner and a member of the Board of Managers of Camden Capital. Mr. Bursek oversees the company and spearheads its corporate mission to protect the financial future of clients and safeguard their quality of life. His success in building a world-class multifamily office and registered investment advisory firm reflects a culture that empowers employees to serve sophisticated families throughout the U.S. For over 25 years, Mr. Bursek has...

Kara S. Boccella

Partner

Ms. Kara S. Boccella is a Partner of the firm and manages Camden Capital’s Santa Monica, CA, office. She 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...

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...

Jayson J. Brown, CFP®

Partner

Mr. Jayson J. Brown advises high net-worth individuals and families. He is actively involved in Camden Capital’s business development and client relationship efforts, serving prominent families and individuals throughout the country. He is a Partner of the firm and is 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...

Rita F. Soto CPA

Family Office Managing 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 Managing Director, Ms. Soto works with the firm’s ultra-high net worth families. Prior to joining Camden Capital,...

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,...

Christopher J. Blassick, CFP®

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...

James Ouderkirk, CFA, CPA

Co-Chief Investment Officer

Mr. Ouderkirk works with Camden Capital’s advisors, investment analysts and directly with clients on portfolio architecture, asset allocation, investment selection and alternative investment due diligence and selection. As a member of Camden Capital’s investment strategy team, he is actively involved in all facets of the firm’s market research and investment program. Prior to joining Camden Capital, Mr. Ouderkirk served as...

Dylan Kremer

Co-Chief Investment Officer

Mr. Dylan Kremer is Camden Capital’s Co-Chief Investment Officer. Mr. Kremer works with Camden Capital’s advisors, investment analysts and directly with clients on portfolio architecture, asset allocation, investment selection and alternative investment due diligence and selection. As a member of Camden Capital’s investment strategy team, he is actively involved in all facets of the firm’s investment program. Prior to joining Camden Capital...

Carter Mecham

Controller and Chief Compliance Officer

Mr. Carter Mecham is Camden Capital’s Controller and Chief Compliance Officer. He is responsible for the development, management and monitoring of the firm’s financial and corporate reporting. He is also responsible for establishing and implementing effective standards, practices and procedures designed to keep Camden Capital compliant with government regulators. With over 15 years of wealth management and investment experience, Mr. Carter has...

Bradley I. Vialpando

Managing Director, Legacy & Wealth Planning

Mr. Bradley I. Vialpando is a Managing Director with over a decade of experience working with ultra-high net worth individuals and their families to develop comprehensive wealth and legacy planning strategies with an emphasis on trust and estate planning solutions.Prior to joining the firm, Mr. Vialpando was a Director at Abbot Downing’s Palm Beach location where he worked with multigenerational families and...

Devon M. Galindo, AIF®, ChFC®

Director

Ms. Devon M. Galindo advises legal professionals, executives, entrepreneurs, and high net-worth individuals and families with regard to 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 multi-billion-dollar Registered Investment Advisory firm headquartered in New York, NY, which was acquired by Boston Private and is now...

Booth Boughan

Director

Mr. Boughan is a veteran of the financial services industry and a member of the team in Camden Capital’s Manhattan Beach office. His practice focuses on developing advisory relationships with high and ultra-high net worth families, with an emphasis on multi-generational wealth transfer and charitable planning.

Alicia Kelly

Director of Corporate Development

Ms. Kelly is responsible for the building and promoting of best-in-class organizational and developmental capabilities in pursuit of the national expansion of Camden Capital. She leads strategic initiatives focused on talent acquisition, talent retention, corporate culture, business development and marketing.

Chloe Huang

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,...

Alina Scally

Director of Finance

Ms. Alina Scally is a Director with over a decade of experience providing investment administration services to hedge funds and other private investment companies of varying size, type, and complexity. Ms. Scally is responsible for overseeing the financial reporting and operations of private funds sponsored and...

Laura Halay

Associate Director

Ms. Laura Halay 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. Prior to joining Camden Capital, Ms. Halay worked at Merrill Lynch, where she focused on client account creation and customer relations. While at Merrill Lynch, Ms. Halay also participated in the practice management development program, ...

Mark Purcell

Associate Director

Mr. Mark Purcell is responsible for the investment strategy execution of client portfolios and the support of day-to-day inquiries of high-net-worth clients. He works closely with the advisors and their clients. He also manages corporate and client-specific reporting capabilities and plays a lead role in the implementation of new technology that supports the efficiency of the firm and provides an advanced level of capabilities for clients.

Kevin Byrne

Associate

Mr. Kevin Byrne is actively involved in the financial reporting for family office clients. In addition to working with ultra high net worth families, Mr. Byrne is responsible for Camden Capital’s accounts payable and the development of the firm’s financial reports.

Penny N. 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...

Jean Gibson

Family Office Bookkeeper

Ms. Gibson is a Bookkeeper in Camden Capital’s Family Office where she is responsible for maintaining the bookkeeping for Family Office clients. Ms. Jean Gibson has over thirty-five years of experience in providing accounting and bookkeeping solutions to companies and non-profit organizations.

Natashia L. 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...

Angelina R. LaRocca, CPA

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...

Jake Levine

Associate Director

Mr. Jake Levine is responsible for conducting performance reports at the corporate, advisor, and client level. He also supports the day-to-day inquiries of high-net-worth clients. Prior to joining Camden Capital, Mr. Levine served as an Equity Trader at Trillium Management where he performed research on the U.S. equity markets, conducted risk management reports, and executed on firm trading strategies.

Amanda Courtney

Senior 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...

Michelle L. MacDonald

Associate Director

Ms. Michelle MacDonald is responsible for servicing the accounts of family office clients and ultra high-net-worth families and individuals. Prior to Camden Capital, Ms. MacDonald worked at UBS, where she served as a Registered Client Service Associate, focusing on client services for ultra-high net worth clients and equity plan advisory services. She began her career at Capstone Investment Advisors, a global fund manager in New...

Cameron Doty

Associate Director

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...

Laura E. Lemoine

Associate Director

Ms. Laura Lemoine is responsible for client reporting while assisting with new client onboarding and existing client servicing. Prior to Camden Capital, Ms. Lemoine worked in the non-profit sector, where she served as Senior Case Manager for The People Concern...

Holly M. Workman

Associate Director

Ms. Holly Workman 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. Prior to joining Camden Capital, Ms. Workman worked at Polen Capital, where she served as a Marketing and Internal Communications Specialist and a...

Rebecca K. Shaw, CFP®

Associate Director

Ms. Rebecca K. Shaw is responsible for client reporting while assisting with new client onboarding and existing client servicing. Prior to Camden Capital, Ms. Shaw was a Wealth Strategies Analyst at Bernstein Private Wealth Management. During this time, she worked on complex analyses involving personal financial and estate planning issues such as business sales, executive compensation, retirement vehicles, trust planning and insurance. Ms. Shaw began her career as...

Alexis L. Hellberg

Associate Director of Marketing

Ms. Alexis L. Hellberg is an Associate Director of Marketing. She is responsible for supporting and enhancing daily marketing initiatives while upholding the organizational brand standards of Camden Capital. Ms. Hellberg graduated Magna Cum Laude from...

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