Camden Capital announces the appointment of Ms. Kara S. Boccella as managing director and Ms. Devon M. Galindo as client relations associate. Ms. Boccella has twenty-five years of experience advising legal professionals, business owners, entrepreneurs and high net worth families on wealth management, legacy planning and family office matters.
Ms. Boccella joins Camden Capital from KLS Professional Advisors Group (KLS), a subsidiary of Boston Private Financial Holdings and a multi-billion dollar registered investment advisory firm headquartered in New York City. She worked at the firm for 19 years and most recently served as a managing director and member of the investment committee.
“The majority of wealth management firms do not focus on providing investment and planning advice tailored to high net worth legal professionals,” said Ms. Boccella. “Camden Capital’s independent structure, world-class investment platform and fiduciary-duty differentiate it from a majority of the national firms. A conflict-free investment offering and personalized service approach in an intimate, boutique setting is an ideal environment for the sophisticated legal community. I am thrilled to join the team.”
CEO and Founder John M. Krambeer added, “Kara is a remarkable addition to our firm. Her reputation in the legal community is exceptional. Leading legal professionals have a strong desire to access an independent and boutique-style firm that is represented by thoughtful professionals who understand their specific situations.”
Camden Capital provides unbiased 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. Camden Capital has offices in Los Angeles and Palm Beach.