MARIO PROVIDES DILIGENT RESEARCH, IDEAS, AND RECOMMENDATIONS THAT HELP ADVISORS MAKE IMPORTANT DECISIONS FOR THEIR CLIENTS.
Mario is the Founder of East Bay Investment Solutions, a collaborative partner firm of Morton Brown Family Wealth. Mario provides detailed analyses and consults on investing strategy with the firm’s advisory team. Mario’s experience in portfolio construction, investment policy, and Exchange-Traded Funds (ETFs) lends a unique perspective.
Mario began his investment career in 1999, with Vanguard mutual funds in Valley Forge, Pennsylvania. While there, he consulted institutions and financial advisors. He also held roles as a research analyst, a municipal bond fund specialist, and others during his 11-year tenure. Mario transitioned to serving as Chief Investment Officer for a respected financial planning firm prior to establishing East Bay.
Mario earned his B.S. in Finance from Bloomsburg University. In 2003, he earned the Chartered Financial Analyst (CFA) designation, and he continues to mentor aspiring Charter candidates and young investment professionals. Mario is Past President of CFA Society South Carolina and Former Chairman of the College of Charleston Finance Department Advisory Board. His approach to investments and the industry has been featured in Investment News, NAPFA Advisor Magazine, South Carolina Public Radio, and other publications and media outlets.
Mario Nardone is a Partner with East Bay Investment Solutions, an unaffiliated registered investment adviser. As Co-Chief Investment Strategist, Mario Nardone is not an investment adviser representative or employee of Morton Brown Family Wealth. East Bay Investment Solutions provides investment consulting and research services to Morton Brown Family Wealth.
OUT OF THE OFFICE
Mario is active in recreational sports and the Charleston community, is an avid traveler and SCUBA diver, and enjoys spending time with his wife Piper, their daughter Pepper, and dog Cady.
If you had to describe a defining moment in your life, what would it be?
Deciding to pause a safe, comfortable, promising career in the financial services industry go to the Seychelles on a three-month SCUBA diving expedition. It truly helped inform how I view the world and approach life decisions. My willingness to take the path less traveled and do something wild and interesting (responsibly, of course!) opened more doors than it closed. I also made some great friends in the process.
What do you find most rewarding about the work that you do?
Financial advisors have a lot on their plate. It’s rewarding to know that we help with a major part of many advisors’ daily lives, providing diligent research, ideas, and recommendations that help them make important decisions for their clients.
How do you define balance in your life?
By maintaining flexibility of schedule in anticipation of the occasional curveball and by striving to complete tasks well enough in advance of deadlines to prevent late nights at work. By taking this approach and combating the urge to procrastinate, I relish the ability to spend time with my family as well as take some time for exercise or just kicking back with a cocktail and not worrying about the to-do list.