Prior to April 15, 2023, Certuity, LLC was formerly known as Camden Capital, LLC

Forbes Recognizes Certuity Partners Kara Boccella and Mark Udis as Best-In-State Wealth Advisors

May 2023 – Kara Boccella, Partner, and Mark Udis, Partner, have been distinguished by Forbes as Best-In-State Wealth Advisors. This is Mrs. Boccella’s fourth-consecutive time, and Mr. Udis’ third-consecutive time, being recognized by Forbes. “We are incredibly proud of Kara and Mark for once again being recognized by Forbes for their commitment to client success, deep integrity, and industry leadership,” said Rich Bursek, President of Certuity.

Camden Capital Appoints Dylan Kremer as Co-Chief Investment Officer

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. He has also worked directly with large family offices, institutions, foundations and endowments.  

Mark Udis Featured as Banking & Finance Visionary by LA Times

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. 

Kara Boccella and Mark Udis Recognized by Forbes as Best-In-State Wealth Advisors

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. This is the second year in a row that Ms. Boccella has been recognized and the first time that Mr. Udis has been recognized as a Best-In-State Wealth Advisor by Forbes.

Camden Capital Names Booth Boughan as Director

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.

Camden Capital Names Kara Boccella as Partner

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.

Camden Capital Opens New Office in Century City

Los Angeles, 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 across the United States to serve their clients.

Camden Capital Names Rita Soto CPA, as Family Office CFO

Palm Beach, 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.

Constantine S. Hatzivassiliou Joins Florida Office​

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.

Florida Office Opened

Palm Beach, 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.

Mark H. Udis Joins as Director

Los Angeles, 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.