People

Service is our mantra. Never being satisfied is what drives us.

Chief Operating Officer and Chief Compliance Officer

Mr. Sean Chen is the Chief Operating Officer and Chief Compliance Officer. He is responsible for the development, management and adoption of the firm’s operational and business solutions. He is also responsible for establishing and implementing effective standards, practices and procedures that are designed to keep Camden Capital compliant with government regulators. Mr. Chen works alongside the firm’s management team to....

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. 

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,...

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...

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, ...

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.

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.

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...

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.  

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...

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...

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.

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...

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...

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...

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...

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...