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 is the Founder and Chief Executive Officer of Camden Capital. As Chair of Camden Capital’s investment strategy team, he is actively involved in managing client relationships and overseeing 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....
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...
Mark H. Udis
Partner
Mr. Mark Udis develops, implements and supports client investment portfolios, while also managing the firm’s operations. Mr. Udis maintains strong relationships with clients, investment managers and Camden Capital’s outside partnerships as he continues in his efforts to establish new family relationships. As a member of Camden Capital’s investment strategy team, he is actively involved in portfolio management selection. Mr. Udis began his career with Lockheed...
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,...
Kara S. Boccella
Managing Director
Ms. Kara S. Boccella has over 25 years of experience 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 joining Camden Ms. Boccella spent 19 years...
Rita 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,...
Sean X. Chen
Director, Operations & Compliance
Mr. Sean Chen has an extensive operations track record working with investment advisory firms serving high and ultra-high net worth individuals and families. His 15+ years of operations and compliance experience covers a broad range of investment advisory firm structures including a publicly traded private bank, a publicly traded wire house and an independent registered advisor. Mr. Sean Chen is responsible for implementing operational best...
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
Director
Ms. Devon Galindo manages client relationships and supports all facets of the advisory process and client experience, including advising legal professionals, executives, entrepreneurs, and high net worth individuals and families on investment management and estate, insurance, retirement and tax planning matters. She works with new and existing clients, assisting them with day-to-day inquiries and requests while acting as a liaison with custodians, investment managers and...
Edward T. McGlasson
Director
Mr. Edward McGlasson is focused on advising clients and establishing relationships with families, entrepreneurs and athletes. His passion is establishing long-term relationships and demonstrating excellence in his competencies. He is pursuing the Certified Financial Planner (CFP) certification and is a Level II candidate to become a Chartered Financial Analyst of the CFA Institute. Mr. McGlasson began his career in finance in 2012 after spending four...
Jayson J. Brown
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...
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...
Natashia Rodgers
Associate
Ms. 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 privately-held...
