Mario Anthony Nardone
Stratège de marché chez Morton Brown Family Wealth LLC
Profil
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.
Postes actifs de Mario Anthony Nardone
| Sociétés | Poste | Début |
|---|---|---|
Morton Brown Family Wealth LLC
 Morton Brown Family Wealth LLC Investment ManagersFinance Morton Brown Family Wealth LLC (MBFW) is an independent registered investment advisor headquartered in Allentown, Pennsylvania. The firm was founded in 2018 and is principally owned by Kathryn M. Brown and Dennis Morton, Jr. MBFW provides discretionary and non-discretionary investment advisory services to high net worth individuals and families, small business owners and professionals. | Stratège de marché | - |
Seaside Wealth Management, Inc.
 Seaside Wealth Management, Inc. Investment ManagersFinance Seaside Wealth Management, Inc. (Seaside) is an independent registered investment advisor headquartered in Carlsbad, California. The firm was founded by Bradley Lineberger in 2011. Seaside provides investment advisory services to individual and institutional clients. | Stratège de marché | - |
Anciens postes connus de Mario Anthony Nardone
| Sociétés | Poste | Fin |
|---|---|---|
Morris Financial Concepts, Inc.
 Morris Financial Concepts, Inc. Investment ManagersFinance Morris Financial Concepts, Inc. (MFC) is an independent registered investment advisor and wealth management firm headquartered in Mount Pleasant, South Carolina. The firm was founded by Kyra H. Morris in 1983. MFC offers comprehensive Financial Planning and Investment Management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Corporate Officer/Principal | 01/08/2013 |
| Vanguard | Corporate Officer/Principal | 01/01/2010 |
| East Bay Branch (35291) | Corporate Officer/Principal | - |
Formation de Mario Anthony Nardone
| Bloomsburg University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Morris Financial Concepts, Inc.
Morris Financial Concepts, Inc. Investment ManagersFinance Morris Financial Concepts, Inc. (MFC) is an independent registered investment advisor and wealth management firm headquartered in Mount Pleasant, South Carolina. The firm was founded by Kyra H. Morris in 1983. MFC offers comprehensive Financial Planning and Investment Management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. Investment ManagersFinance Seaside Wealth Management, Inc. (Seaside) is an independent registered investment advisor headquartered in Carlsbad, California. The firm was founded by Bradley Lineberger in 2011. Seaside provides investment advisory services to individual and institutional clients. | Finance |
Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC Investment ManagersFinance Morton Brown Family Wealth LLC (MBFW) is an independent registered investment advisor headquartered in Allentown, Pennsylvania. The firm was founded in 2018 and is principally owned by Kathryn M. Brown and Dennis Morton, Jr. MBFW provides discretionary and non-discretionary investment advisory services to high net worth individuals and families, small business owners and professionals. | Finance |
| East Bay Branch (35291) | Finance |
| Vanguard | Finance |
