Equita Financial Network Announces New Chief Investment Strategist Mario Nardone
Aug. 08, 2018
FORT WASHINGTON, Pa. & SAN DIEGO--(BUSINESS WIRE)--Aug 8, 2018--Equita Financial Network, Inc., a recently launched network of independent, women-led financial planning firms nationwide, announced that Mario Nardone, CFA, President and Co-Founder of East Bay Financial, has engaged with the firm as Chief Investment Strategist.
Nardone provides all Member Firms of the Equita network with portfolio oversight, investment due diligence, and wealth management guidance tailored to the needs of Member Firm clients. In addition, he provides model portfolios that subscribe to the investment philosophy shared by Equita that the market is reasonably efficient, that low cost, time-tested and liquid investments in a diversified portfolio yield financial success over time.
“We are thrilled to engage with Mario as our Chief Investment Strategist,” said Katie Burke, CFP®, Co-Founder of Equita Financial Network. “By adding him to the Equita team, our Member Firms have access to a highly respected and experienced resource to whom they can essentially ‘outsource’ portfolio management and due diligence . This allows the Member Firms to focus on their primary goal of providing exceptional financial planning to their clients.”
Nardone has deep experience in investment management beginning in 1999 at Vanguard. He earned his Chartered Financial Analyst designation in 2003, thereafter transitioning to Chief Investment Officer and Chief Compliance Officer for a financial planning and advisory firm. In 2010 he launched East Bay Financial Services in South Carolina. In addition to his engagement with Equita Financial Network, Nardone provides his expertise and oversight to XY Investment Solutions, among other Registered Investment Advisors.
About Equita Financial Network
Equita Financial Network is a collaboration of independent, women-led financial planning firms. Its mission is to help women financial planners succeed by providing an excellent business platform and collaborative network of women CFP ® professionals. Founded by Katie Burke, CFP ®, and Bridget Grimes, CFP ®, Equita provides a business platform to each Member Firm with the resources needed to operate a financial planning firm. It also provides Member Firms a network with which to collaborate, share best practices and resources, and identify succession planning options. Learn more at www.equitafn.com.
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CONTACT: Equita Financial Network, Inc
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA PENNSYLVANIA
INDUSTRY KEYWORD: WOMEN PROFESSIONAL SERVICES ACCOUNTING CONSULTING FINANCE CONSUMER
SOURCE: Equita Financial Network
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PUB: 08/08/2018 08:02 AM/DISC: 08/08/2018 08:02 AM