Mario Anthony Nardone
Stratega di mercato presso Morton Brown Family Wealth LLC
Profilo
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.
Posizioni attive di Mario Anthony Nardone
| Società | Posizione | Inizio |
|---|---|---|
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. | Stratega di mercato | - |
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. | Stratega di mercato | - |
Precedenti posizioni note di Mario Anthony Nardone
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Mario Anthony Nardone
| Bloomsburg University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
- Borsa valori
- Insiders
- Mario Anthony Nardone
