Mario Nardone, CFA, is the Chief Investment Strategist for XY Investment Solutions and Partner at East Bay Financial Services. Mario began his investment career in 1999 with Vanguard Mutual funds in Valley Forge, PA, where he consulted institutions and financial advisors on investment policy, portfolio construction, and Exchange-Traded Funds (ETFs). He also held roles as a research analyst, a municipal bond fund specialist, among others during his tenure. In 2003, he earned the Chartered Financial Analyst designation, and he continues to mentor aspiring Charter candidates and young investment professionals. Mario relocated to Charleston in 2010 to serve as Chief Investment Officer for a financial planning firm before establishing Eash Bay in 2014. As a Partner at East Bay, Mario serves a select group of Registered Investment Advisor firms as their outsourced Chief Investment Strategist. Responsibilities of this role include continuous oversight of advisor clients' investments, bespoke strategies for unique situations, client communications, and more. Mario is Past President of CFA Society South Carolina and Former Chairman of the College of Charleston Finance Department Advisors Board. His approach to investments and the industry has been featured in Investment News, NAPFA Advisor Magazine, South Carolina Public Radio, and other publications and media outlets. Mario is active in recreational sports and the Charleston community, is an avid traveler and SCUBA diver, and enjoys spending time with his wife Piper, their daughter Pepper, and son Santino. Learn more and connect with Mario on LinkedIn.