Prior to April 15, 2023, Certuity, LLC was formerly known as Camden Capital, LLC.
April 2023 - Certuity announces the appointment of Robert O’Leary as a Director of Business Development.
April 2023 – Camden Capital, LLC, a multibillion dollar multifamily office and registered investment adviser providing bespoke wealth management, legacy planning and consulting services has changed its name to Certuity, LLC.
April 2023 – Camden Capital Partners, Mark Udis and Kara Boccella have been recognized by the LA Times as visionaries in the financial services industry. Mr. Udis’ and Mrs. Boccella’s profiles are among a select group of top professionals showcased in the Banking & Finance Magazine, produced by the LA Times Brand Publishing division.
April 2023 - Kara Boccella, Partner, and Mark Udis, Partner, have been recognized by the Los Angeles Business Journal as Leaders of Influence: Wealth Managers.
March 2023 – Camden Capital announces the opening of a new office at 250 Park Avenue in Manhattan.
March 2023 - Mark Udis, Partner of Camden Capital, has been ranked by Barron's as one of America's Top 1,200 Financial Advisors in 2023.
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.
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.
June 2022 - Camden Capital announces the appointment of Mr. Carter Mecham as Controller and Chief Compliance Officer.
May 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.
February 2022 – Kara Boccella has been recognized by Forbes as 2022 Best-In-State Women Wealth Advisors. Ms. Boccella ranked #20 in the Southern California category.
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.
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.