Morton Brown Family Wealth is constantly looking for ways to add value to our wealth management services through education, technology, and strategic partnerships. We are proud to announce the expansion of our professional team with the addition of a new investment strategy and research partnership with East Bay Investment Solutions in 2021. With this new collaboration, we hope to provide greater depth and breadth to effectively leverage our current resources and deliver more robust investment services and solutions.
Meet our Co-Chief Investment Strategists
Eric Stein, CFA
Eric brings a passion for investing and enjoys sharing his knowledge and experience with his colleagues. He strongly believes that individuals should focus on investing for the future while avoiding media hype or market hysteria. As a Partner with East Bay Investment Solutions, Eric has teamed up with Morton Brown Family Wealth to provide a robust investing experience. Eric offers in-depth knowledge, market analysis, extensive experience, and strong communication skills to the firm’s advisory team. Read more about Eric’s background and experience.
Mario Nardone, CFA
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. Read more about Mario’s background and experience.
Eric Stein and Mario Nardone are Partners with East Bay Investment Solutions, an unaffiliated registered investment adviser. As Co-Chief Investment Strategists, Eric Stein and Mario Nardone are not investment adviser representatives or employees of Morton Brown Family Wealth. East Bay Investment Solutions provides investment consulting and research services to Morton Brown Family Wealth.