Mario is the Founder of East Bay Investment Solutions, partnering with Morton Brown Family Wealth as a Co-Chief Investment Strategist. Mario helps shape the firm’s portfolio strategy, collaborating with the advisory team to ensure client portfolios are designed with long-term discipline and adaptability. With a deep commitment to research-driven investing, he provides insights that help clients navigate an ever-evolving market landscape.
Mario began his investment career in 1999 with Vanguard in Valley Forge, PA, where he consulted institutions and financial advisors on investment policy, portfolio construction, and Exchange-Traded Funds (ETFs). He also held roles as a research analyst and a municipal bond fund specialist, among others during his tenure. In 2003 he earned the Chartered Financial Analyst designation, and he continues to mentor aspiring Charter candidates and young investment professionals.
Mario relocated to Charleston in 2010 to serve as Chief Investment Officer for a financial planning firm before establishing East Bay, which serves a select group of financial advisory firms as their Outsourced Chief Investment Strategist, in 2013. Responsibilities of this role include continuous oversight of advisor clients’ investments, bespoke strategies for unique situations, client communications, and more.
“Our collaboration is built on shared curiosity—challenging assumptions, exploring new opportunities, and ensuring that every decision is rooted in both discipline and innovation.”
MARIO NARDONE
Mario is the 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, Advisor Perspectives, and other publications and media outlets.
Mario enjoys early morning basketball games, the Charleston beaches and restaurant scene, and spending summers in coastal Maine. He is an avid traveler and SCUBA diver but also enjoys the simpler joys of life with his wife Piper, their daughter Pepper, son Santino, and Simba the cat.
EDUCATION & CERTIFICATIONS
- Chartered Financial Analyst
- Bloomsburg University, Bachelor of Science in Finance
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.
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