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 East Bay,
the collaborative partner firm of (insert firm name), in 2013. 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 Advisory 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 enjoys early morning basketball games, the Charleston beaches
and restaurant scene, and spending summers in coastal Maine.  He is an avid world traveler and SCUBA diver,
but also enjoys the simpler joys of life with his wife Piper, their daughter
Pepper, son Santino, and Simba the cat.

Learn more and connect with Mario on LinkedIn