People

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

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...

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. 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...

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...

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...

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,...

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

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, ...

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...

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

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...