HOUMA, Louisiana—November 16, 2022—Hassell Wealth Management is constantly looking for ways to add greater value to the wealth management services provided to clients. We are pleased to announce the expansion of our professional team with the addition of a new investment strategy and research partnership with East Bay Investment Solutions as of July 2022.
Eric Stein, CFA, of East Bay Investment Solutions, will serve as Chief Investment Strategist for Hassell Wealth, bringing with him years of experience in the investment field. His partner, Mario Nardone, CFA, will assist him in this role.
“We are excited to engage with Eric as our Chief Investment Strategist,” said Hassell Wealth advisor Stephen Hassell, CFP®. “By adding him and Mario to our team, Hassell Wealth will have access to highly respected and experienced investment professionals that will provide greater depth of analysis and insight on the investment side of the business. Their work will help support our team of advisors with their primary goal of providing financial planning that adds clarity, strategy, and accountability to the lives of our clients.”
East Bay is an investment consulting firm providing services such as portfolio oversight, investment due diligence, and wealth management guidance tailored to the needs of Hassell Wealth clients. In addition, East Bay provides model portfolios that align with the investment philosophy shared by Hassell Wealth that the market is reasonably efficient and that low-cost, time-tested, and liquid investments in a globally diversified portfolio can help yield financial success over time.
Stein has extensive investment experience developed through the variety of roles held during his career, including serving as Vice President at Goldman Sachs Asset Management, where he earned his Chartered Financial Analyst® (CFA®) designation in 2001.
He also served as the Chief Investment Officer for RSM U.S. Wealth Management for over 10 years, providing strategic leadership and solutions for their national investment platform. Before joining East Bay in 2018, he worked with global investment manager Nuveen, where he was focused on business intelligence and strategy. Stein is based in Charlotte, N.C.
Nardone has deep experience in investment management beginning in 1999 at Vanguard. He earned his CFA® designation in 2003, thereafter transitioning to Chief Investment Officer and Chief Compliance Officer for a financial planning and advisor firm. In 2010, he launched East Bay Investment Solutions in Charleston, S.C.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
About Hassell Wealth Management
Hassell Wealth Management is a fee-only, fiduciary Registered Investment Advisory firm in Houma, La., serving as a financial partner for life’s journeys. We are committed to providing clarity, strategy, and accountability to pre-retirees and retirees, business owners, and mid-career professionals in the Gulf Coast of Louisiana. For more information, visit hassellwealth.com.