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 of CFA Society South Carolina, current Chairman of the College of Charleston Finance Department Advisory Board, and a member of the CFA Institute and the 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
Eric was thrilled to join East Bay Financial Services in 2018 and brings his passion for investing and client service with him. Eric enjoys sharing his knowledge and experiences with colleagues and clients.
Prior to joining East Bay, Eric has worked for a variety of firms both large and small. This includes 7+ years with Goldman Sachs Asset Management where he held roles in areas such as performance measurement, client service, risk analysis and portfolio construction. During his tenure there, Eric had the opportunity to cover many different types of asset classes, vehicles and client types. Eric also served as the Chief Investment Officer for RSM U.S. Wealth Management for 10+ years, providing strategic leadership and solutions for their national investment platform.
Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. Eric also earned the Chartered Financial Analyst (CFA) designation in 2001 and continues to stay involved in the local society. Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence as well as having covered many different economic events.
Eric enjoys traveling with his wife, Laura, and their two sons, Scott and Jack. In his spare time, Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments. Learn more and connect with Eric on LinkedIn.