MS Discovery
Portfolio Manager
About Camba Capital
A planning practice for Long Island's pension families.
Camba Capital, LLC is a registered investment adviser in New York, CRD# 343145. The firm is built for the households the rest of the industry tends to look past: teachers with NYSTRS or NYCTRS pensions, police and firefighters in PFRS, civil-service employees in ERS, LIRR and MTA families, and the Northwell, Stony Brook, and NYU Langone workforces that make Long Island run. Private-sector 401(k) households are welcome too. The firm operates as a fiduciary by design. Paid only by clients, never by fund companies, insurance carriers, or product sponsors. One advisor, one phone call, plain English, the relevant numbers on the table. At your kitchen table, your office, or over Zoom.
Founder
Dan Zimon
Dan Zimon brings more than a decade of institutional trading and portfolio-management experience at MS Discovery, Millennium Management, and Zimmer Lucas Capital to planning for working families.
Working families deserve someone in their corner who understands how money is managed. Dan puts clear explanations and the relevant numbers on the table, narrowing the gap between what professionals know and what families are told.
Dan also founded Teranode AI, Inc., a technology company he controls. Camba uses some of its software in its planning work, and that relationship is a conflict of interest described on the Disclosures page and in Form ADV Part 2A, Items 10 and 14.
Millennium Management
Trader & Research Analyst
Zimmer Lucas Capital
Associate
Licensing & credentials
Series 7/66 · NYS Life & Health · NY Real Estate · Notary Public
Service area
Camba comes to you.
Camba Capital is built for families across all of Long Island. Nassau and Suffolk Counties, from Garden City and Mineola in the west, through Hicksville, Plainview, Syosset, and Huntington, out to Smithtown, Commack, Stony Brook, and Port Jefferson in the east. Most clients meet with the firm at their kitchen table, their workplace, or over Zoom. Most have never had an adviser come to them. That is how it should work.
How Camba operates
A different standard of care.
Institutional process, household scale
Risk-aware portfolio construction, disciplined rebalancing, and tax-aware implementation. The same process used on institutional capital, applied to a family's balance sheet.
Pension-first planning
The retirement income picture is built around the pension floor, not around the portfolio. The pension is modeled first under today's post-repeal Social Security rules, Social Security claiming is layered on top, and only then is the investable portfolio sized and positioned to fill the gap and absorb the market shocks the pension can't.
Direct access to the founder
One advisor, one phone call, no hand-offs. Clients meet with Dan Zimon directly, at the kitchen table, the office, or over Zoom, for every review, every decision, every question.
Start the conversation
A thirty-minute call. No cost, no obligation, no sales pitch.
A conversation about where you are, where you want to be in ten years, and whether Camba Capital is the right partner for the work between here and there.