October 2022 - Camden Capital announces the appointment of Mr. Julien Baneux as Director of Business Development. Mr. Baneux will be partnering with Camden Capitals’ advisors in cultivating new business development opportunities while expanding their network, centers of influence and referral sources.
August 2022 – Inc. magazine ranked Camden Capital in its annual Inc. 5,000 list, one of the most prestigious rankings of the nation’s fastest-growing private companies. The list is a celebration of innovation and represents a unique look at some of the most successful independent small businesses in America.
August 2022 - Camden Capital announces the appointment of Mr. Dylan Kremer as Co-Chief Investment Officer. Throughout his career, Mr. Kremer has helped build industry-leading investment platforms while developing deep insights in portfolio construction, macro investment strategy and tactical asset allocation.
July 2022 – Camden Capital is one of 534 firms recognized in Financial Advisor Magazine’s 2022 RIA Survey and Ranking. This is the third consecutive year that the firm has been recognized. The annual report ranks Registered Investment Advisors (RIAs) according to the percentage of growth in assets from the previous calendar year.
June 2022 - Camden Capital announces the appointment of Mr. Carter Mecham as Controller and Chief Compliance Officer. With over 15 years of wealth management and investment experience, Mr. Carter has deep insight into best practices related to reporting, monitoring and control practices for sophisticated wealth management and investment companies.
April 2022 - Camden Capital announces the appointment of Ms. Alina Scally as Director of Finance. Ms. Scally is responsible for overseeing the financial reporting and operations of private funds sponsored and managed by Camden Capital.
May 2022 – Kara Boccella, Partner, Mark Udis, Partner, and Edward McGlasson, Director, have been recognized as Leaders of Influence: Wealth Managers by the Los Angeles Business Journal. This list spotlights the outstanding professionals making up the Los Angeles wealth management landscape.
April 2022 – Camden Capital’s Partner, Mark Udis, has been recognized by the LA Times as a visionary in the financial services industry. Mr. Udis’ profile is among an elite group of industry leaders profiled in the Banking & Finance Magazine produced by the LA Times Brand Publishing division.
February 2022 - Camden Capital announces the appointment of Mr. Bradley I. Vialpando as Managing Director, Legacy and Wealth Planning. Mr. Vialpando is responsible for delivering trust and estate, wealth and financial planning services for ultra high net worth families.
December 2021 - Camden Capital announces the appointment of James Ouderkirk as Managing Director. Mr. Ouderkirk will be working with Camden Capital’s investment advisors, analysts and directly with clients on portfolio architecture, asset allocation, investment selection and alternative investment due diligence and selection.
November 2021 – Kara Boccella, Partner of Camden Capital, has been recognized for the second consecutive year by Working Mother and SHOOK Research as a 2021 Top Wealth Advisor Mom. Ms. Boccella was ranked #65 out of 500 women featured on this impressive list of female wealth advisors.
September 2021 – Inc. magazine ranked Camden Capital in its annual Inc. 5,000 list, one of the most prestigious rankings of the nation’s fastest-growing private companies. The list represents a unique look at some of the most successful companies within the American economy’s most dynamic segment, independent small businesses.
August 2021 – Camden Capital has been ranked 121 out of 607 firms recognized in Financial Advisor Magazine’s 2021 RIA survey and ranking. The annual report ranks Registered Investment Advisors (RIAs) according to the percentage of growth in assets from the previous calendar year.
April 2021 – Kara Boccella, Partner of Camden Capital, has been recognized by Forbes in the 2021 Top Women Wealth Advisors List. Ms. Boccella ranked No. 172 out of 1,000 advisors selected across the country.
March 2021 – Mark Udis, Partner of Camden Capital, has been ranked by Barron’s as one of America’s Top 1,200 Financial Advisors. This is Mr. Udis’ first year recognized, and this is the eighth consecutive year Camden Capital has been represented on the Top 1,200 list.
February 2021 – Two Camden Capital Partners, Kara Boccella and Mark Udis, have been distinguished by Forbes as 2021 Best-In-State Wealth Advisors. Ms. Boccella ranked #49 in the Los Angeles (High Net Worth) category, while Mr. Udis ranked #17 in the Southern California (Private Wealth) category.
October 2020 – Kara Boccella, Partner of Camden Capital, has been has been recognized by Working Mother and SHOOK Research as a 2020 Top Wealth Advisor Mom. Ms. Boccella was ranked #119 out of 500 women featured on this impressive list of female wealth advisors.
September 2020 – Kara Boccella, Partner of Camden Capital, has been named to the Forbes 2020 Top Women Wealth Advisors list. The annual list recognizes 1,000 outstanding professional women in the financial services industry, collectively managing nearly $920 billion in assets.
September 2020 – Camden Capital is pleased to announce the appointment of Booth Boughan as a Director of the Manhattan Beach office. Mr. Boughan will focus on developing wealth advisory relationships with high and ultra-high net worth families, with an emphasis on multi-generational wealth transfer and charitable planning.
August 2020 – Camden Capital has been ranked #90 out of 551 firms recognized in Financial Advisor Magazine’s 2020 RIA survey and ranking. This annual report ranks Registered Investment Advisors (RIAs) according to percentage of growth in assets from the previous calendar year.
July 2020 – For the second consecutive year, Camden Capital has been recognized by the Financial Times as a Top 300 Registered Investment Advisor (FT 300). The 2020 edition of the FT 300 represents an impressive cohort of elite Registered Investment Advisory (RIA) firms across the country, with a group median AUM of $1.9 billion.
June 2020 - Camden Capital is pleased to announce the promotion of Kara S. Boccella to Partner. Ms. Boccella joined Camden Capital in 2014, where she serves as a wealth advisor to high net worth legal professionals, executives, entrepreneurs and families. Ms. Boccella has also been integral to the 2019 opening of one of the firm's newest offices located in Century City...
January 2020 – Kara Boccella, Managing Director of Camden Capital’s Century City office, has been distinguished by Forbes as one of the best wealth advisors in the country. The 2020 ranking reflects a combination of quantitative and qualitative data, including revenue production, assets under management, in-person meetings, and assessment of how the advisor exhibits “best practices.” Each variable is weighed and interpreted in...
October 2019 – Camden Capital’s Managing Director, Kara S. Boccella, has been distinguished by Working Mother and SHOOK Research as a 2019 Top Wealth Advisor Mom. SHOOK is America’s only wealth advisor research organization, partnering with publications such as Forbes to provide data for various wealth advisor rankings. For the 2019 Top Wealth Advisor Moms list, SHOOK considered wealth advisors who are mothers...
February 2019 – Camden Capital announces the opening of a new office location in Century City, which will allow the company to expand its footprint and provide additional growth in the Los Angeles wealth advisory area. This new office is to be located at 2029 Century Park East, Suite 3160, Los Angeles, CA, 90067. This opening will position Camden Capital with three locations...
October 2015 – Camden Capital announces the appointment of Ms. Rita Soto CPA, as Family Office CFO. Ms. 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. Prior to joining...
February 2014 – Camden Capital announces the appointment of Mr. Constantine Hatzivassiliou as 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. He works closely with his clients’ tax and legal professionals. Prior to joining the firm, Mr. Hatzivassiliou spent seventeen years in...
June 2013 – Wealth management provider, Camden Capital, announces the opening of its Florida office in North Palm Beach, Florida. Located in Golden Bear Plaza, the expansion into Florida is consistent with Camden’s strategy to offer high net worth individuals unique access to investment products through seasoned wealth management professionals in select markets throughout the country. Camden Partner, Rich Bursek, states, “Having a...
December 2005 – Camden Capital is pleased to announce that Mark H. Udis, who formerly worked in corporate finance on the East Coast, has been named Director of the company. Mr. Udis has a solid set of financial skills and a leadership background that will benefit the company’s business growth as Camden Capital continues to meet the ongoing dynamic needs of its clients....