About Mario Nardone, CFA
Mario Nardone, CFA – President & Founder
Mario began his investment career in 1999 with Vanguard mutual funds in Valley Forge, PA. Over the course of 10 years with the firm, he provided consulting services for institutions and financial advisors on investment policy, portfolio construction, Exchange-Traded Funds (ETFs), and trading strategies as a member of Vanguard’s Fiduciary Services and ETF Product Management units. He also contributed to the research, publication, and distribution of the firm’s world-renowned investment philosophy and served as a municipal bond fund specialist.
In 2003 he earned the Chartered Financial Analyst (CFA) designation, widely regarded as the highest standard in the profession, and he continues to mentor aspiring Charter candidates in its curriculum, ethics, and career opportunities. Mario relocated to Charleston in 2010 to serve as Chief Investment Officer and Chief Compliance Officer for a respected financial planning and advisory firm in Mount Pleasant before establishing East Bay Financial Services. Mario is Past President and current board member of CFA Society South Carolina and is a member of the CFA Institute and Financial Planning Association. His approach to investments and the industry has been featured in Investment News, NAPFA Advisor Magazine, Charleston Regional Business Journal, The Post & Courier, and The Northeast Pennsylvania Business Journal.
Mario is active in recreational sports and the Charleston community. He is an avid traveler and SCUBA diver, enjoys spending time with his wife, Piper, and their “energetic” lab/shepherd mix, Cady. He counts among his greatest life experiences his participation in a marine research project on the reefs surrounding the Seychelles in the Indian Ocean, and the opportunity as an entrepreneur to utilize his skills and experience to help clients achieve their goals.
Learn more and connect with Mario on LinkedIn