Palm Beach, 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 the high net worth investment and banking channels of The Bank of New York Mellon, Bernstein Global Wealth Management and Pacific Mercantile. Before entering the finance arena, he was a Golf Professional and member of the PGA of America.
“The majority of the wealth management providers have evolved into large organizations where product distribution, asset gathering and shareholder value take precedence over doing what is right for the client,” said Mr. Hatzivassiliou. “Camden Capital has been built one family at a time. Its independent structure, world-class investment platform and underlying fiduciary duty differentiate it from a majority of the national firms.”
Partner, Rich Bursek added, “Constantine is an exceptional addition to our firm. His reputation in the ultra-high net worth space expands beyond south Florida. Ultra-affluent families, along with the tax and legal professionals, have a strong desire to access a truly independent and boutique firm being represented by superior and dedicated professionals.”
Camden Capital provides investment advice and legacy planning to high and ultra-high net worth individuals and families. With a focus on developing long-term relationships with its clients, the firm has grown exclusively through referrals. Camden’s relentless commitment to achieving its clients’ objectives, exclusive investment access and consolidated performance and tax reporting are at the core of its value proposition.