Camie Nguyen has over 24 years of investment, research, compliance, accounting, and financial experience. As Investment Advisor and Senior Operating Officer, Camie has both portfolio management responsibilities as well as compliance team lead responsibilities. She oversees and manages McDonough Capital Management’s compliance and handles all operations, training, trading, billing, risk management, annuities and insurance businesses related matters. She ensures that the firm and all our employees are in adherence with internal procedures and policies meeting states and SEC standards.
Daily, Camie provides portfolio management and technical support to the Principal. This includes maintaining proper account allocation, model portfolios creation, running specialized reports, leads portfolio trading and compliance matters.
Prior to joining the McDonough Capital Management Team in May 2006, Camie previously held the position of a Portfolio Manager, Research Analyst, and Compliance Associate at an independent SEC Registered Investment firm in Portland, Oregon for 9 years. She graduated from Portland State University with Bachelor of Science degrees in Accounting and Finance.
In addition to holding the Series 65 license, Camie obtained the Florida 2-15 Life, Health and Variable Annuity license.
Camie resides in Southwest Orlando nearby with her two children, Tommy and Tony. She enjoys gardening, planting exotic fruits trees, badminton, sewing, and other outdoor recreational activities with the family.