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Sunday, Nov 17, 2024

Leaders of Influence: Wealth Managers 2023 – Mark Udis

Custom Content by the Los Angeles Business Journal

MARK UDIS
Partner
Camden Capital

Mark Udis joined Camden Capital in 2005 and has spent his entire career as a financial advisor with the firm. Udis was instrumental in growing the firm from under $100 million AUM in 2005 to greater than $4 billion AUM in 2022. He is a member of Camden Capital’s Investment Committee and a key member of the Family Office practice.

Udis’ clients reside all across the country and range from attorneys and doctors to Fortune 500 CEOs and tech founders, as well as a few professional athletes. Udis has taken this unprecedented environment in the markets as an opportunity to prove the strength of his clients’ portfolios. He has enhanced communication with his clients and is dedicated to educating them on how the discipline in portfolio positioning prepares them for moments of intense market volatility, as well as gradual shifts in underlying market and economic fundamentals.

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