![Mario Anthony Nardone](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Mario A. Nardone, CFA, is a Co-Chief Investment Strategist at Morton Brown Family Wealth LLC.
He 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.
Mr. Nardone transitioned to serving as Chief Investment Officer for a respected financial planning firm prior to establishing East Bay.
He earned his B.S.
in Finance from Bloomsburg University.
In 2003, he earned the Chartered Financial Analyst designation.
| Sociétés | Poste | Début |
|---|---|---|
Morton Brown Family Wealth LLC
 Morton Brown Family Wealth LLC Investment ManagersFinance MBFW’s investment philosophy is aligned with each family’s unique financial plan. The appropriate blend of risk and return is central to investment performance that supports a family’s financial plan. | Stratège de marché | - |
Seaside Wealth Management, Inc.
 Seaside Wealth Management, Inc. Investment ManagersFinance Seaside builds portfolios grounded in economic theory and backed by decades of empirical research. Their investment philosophy incorporates many of the principles of Modern Portfolio Theory. The firm invests primarily in passively managed investment vehicles, similar to index funds. | Stratège de marché | - |
| Sociétés | Poste | Fin |
|---|---|---|
Morris Financial Concepts, Inc.
 Morris Financial Concepts, Inc. Investment ManagersFinance MFC adheres to three academic principles to guide their investment strategy: a passive approach, low-cost portfolios, and systematic diversification and rebalancing. The firm primarily uses Mutual Funds and Exchange Traded Funds that invest in traditional asset classes (stocks, bonds, and money markets) to build diversified client portfolios. Historical long-term returns of these asset classes are used as approximations for future long-term expected returns. | Corporate Officer/Principal | 01/08/2013 |
Vanguard
 Vanguard Real Estate DevelopmentFinance Operators of Nonresidential Buildings | Corporate Officer/Principal | 01/01/2010 |
East Bay Branch (35291)
 East Bay Branch (35291) Regional BanksFinance Operates as a bank branch | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 6 |
|---|---|
Bloomsburg University of Pennsylvania
 Bloomsburg University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morris Financial Concepts, Inc.
Morris Financial Concepts, Inc. Investment ManagersFinance MFC adheres to three academic principles to guide their investment strategy: a passive approach, low-cost portfolios, and systematic diversification and rebalancing. The firm primarily uses Mutual Funds and Exchange Traded Funds that invest in traditional asset classes (stocks, bonds, and money markets) to build diversified client portfolios. Historical long-term returns of these asset classes are used as approximations for future long-term expected returns. | Finance |
Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. Investment ManagersFinance Seaside builds portfolios grounded in economic theory and backed by decades of empirical research. Their investment philosophy incorporates many of the principles of Modern Portfolio Theory. The firm invests primarily in passively managed investment vehicles, similar to index funds. | Finance |
Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC Investment ManagersFinance MBFW’s investment philosophy is aligned with each family’s unique financial plan. The appropriate blend of risk and return is central to investment performance that supports a family’s financial plan. | Finance |
East Bay Branch (35291)
East Bay Branch (35291) Regional BanksFinance Operates as a bank branch | Finance |
Vanguard
Vanguard Real Estate DevelopmentFinance Operators of Nonresidential Buildings | Finance |
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