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. Mecham has deep insight into best practices related to reporting, monitoring and control practices for sophisticated wealth management and investment companies. He works alongside the firm's management team to construct and implement programs to keep pace with a dynamic business and regulatory landscape.
Mr. Mecham most recently served as the Controller at StateTrust Investments, a privately held investment and wealth management firm catering to high net worth individuals. Prior to that, Mr. Mecham served as the Business Finance Manager at Summit Brokerage Services, a firm that had approximately 450 advisors and $15.0 billion in client assets before it was acquired by Cetera Financial Group.
“We welcome Mr. Mecham to Camden Capital,” stated Rich P. Bursek President & Partner. “Mr. Mecham brings financial expertise that will be integral to Camden Capital’s expansion and next chapter of growth. We are honored to have him be a part of Camden Capital.”
Camden Capital provides a holistic approach to wealth management, legacy planning and family office services. With a focus on developing long-term relationships with its clients, the company has primarily grown through referrals. Its independent structure, objective platform and underlying fiduciary duty differentiate it from a majority of the traditional firms.
Camden Capital has offices in Los Angeles, Santa Monica, Manhattan Beach and North Palm Beach. The firm, and individual advisors, have been recognized by Barron’s, Forbes, The Financial Times, Financial Advisor Magazine and the Los Angeles Business Journal. For more information, please visit CamdenCapital.com.