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Thursday, Nov 21, 2024

Leaders of Influence – Wealth Managers: MARK H. UDIS

Mark H. Udis

Partner

Camden Capital

Assets Under Management: $2,289,625,734

Mark Udis is a partner of Camden Capital and joined the firm in 2005. Udis focuses on individuals and families of significant financial resources and is actively involved in the firm’s family office practice. Udis’ client base is made up of technology entrepreneurs and executives, professional athletes, attorneys, doctors, and affluent families. He is based out of Camden Capital’s newest office in Manhattan Beach. As a member of Camden Capital’s investment strategy team, he is actively involved in portfolio management and manager selection. Udis focuses on building a unique and comprehensive portfolio for each client based on an analysis of their current financial situation and long-term goals. His financial strategies are tailored to be able to adapt with both market fluctuations and lifestyle changes. Udis helps to diversify his client portfolios by introducing opportunities to qualified clients that are outside of traditional investment opportunities.

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