East Bay Investment Solutions

We’re Hiring! East Bay Investment Solutions is looking for a Senior Investment Strategist to join our growing team! This is an exciting opportunity for an experienced CFA Charterholder who is passionate about investment research, due diligence, and client service. If you thrive in a dynamic, client-centric environment and have a strong background in investments, we want to hear from you! As a Senior Investment Strategist, you’ll be responsible for: ● Overseeing investment strategy research and portfolio evaluations ● Participating in client meetings, providing expert insights, and deepening relationships ● Performing due diligence on mutual funds, ETFs, and alternative investments ● Conducting economic and market research and drafting / crafting regular client communications ● Support business development activities to help grow our firm Key Qualifications: ● 7+ years of investment-related experience ● CFA Charterholder (required) ● Strong quantitative skills and experience with Morningstar Direct is a plus If you’re ready to take on a strategic role where you can make a real impact on our clients and business, we’d love to connect. Apply today to become a part of the East Bay team: https://lnkd.in/e3zVHTkr. #Hiring #SeniorInvestmentStrategist #CFAJobs #JoinOurTeam

What do we do when one of our East Bay clients needs support? We’re all in. This month, we tackled a complex challenge for an advisor-client wrestling with a prospect’s multifaceted ESG portfolio. After a detailed review, we pinpointed inconsistencies and helped realign the portfolio to truly reflect ESG principles, focusing particularly on excluding companies involved in weapons manufacturing. Our proactive approach not only clarified the ESG landscape but also equipped the advisor with targeted questions to better understand and meet their prospect's investment goals. Interested in exploring how East Bay’s strategic insights can enhance your advisory services? Let’s talk. 🔗https://lnkd.in/ecbjhxWq #FinancialAdvisory #ClientSuccess #OCIO

Are you also at the 10th annual XYPN Live event in Minneapolis, MN this week? Stop by our East Bay Investment Solutions table at the Consultant’s Corner to say "Hi!" to partners Mario Nardone, CFA and Eric Stein, CFA. While you're there, pick up the info on how our fractional CIO services could help you as a planning-focused financial advisor and join our email list so you never miss out on any of the latest and greatest from our firm. Simply scan the QR code on the tabletop sign, type in the best email for you, and you're in! XYPN has been an invaluable partner of East Bay’s for over seven years now! As always, this conference is lively and engaging, and we look forward to catching up with our other friends in attendance. #XYPN #OCIO #investmentsupport #financialservices #EastBayInvestmentSolutions

Are you looking to elevate your client experience and expand your referral network effectively? Explore our recent blog, "Can Working with a Fractional Chief Investment Officer Elevate Your Client Experience and Help You Get More Referrals?" Discover how a fractional Chief Investment Officer (OCIO) can enhance your service offerings, deepen client relationships, and drive referral growth. Learn about the tangible benefits of integrating an OCIO into your practice—from specialized investment expertise to enhanced strategic planning. Ideal for advisors eager to advance their practice and create lasting impacts. 👉 Dive deeper here: https://lnkd.in/gA2NnEMQ #FinancialAdvisory #ClientSatisfaction #OCIO

This October, we extend warm wishes to our Jewish friends observing Rosh Hashanah and Yom Kippur. May the New Year bring you joy, renewal, and a sweet beginning! And wishing you an easy fast and meaningful reflection during Yom Kippur.

In the world of financial services, referrals are the gold standard for acquiring new clients. They come with the “borrowed trust” of the referring friend or family member and typically meet the minimum AUM requirement because they run in the same circles as your current clients. With the rise of AI clogging up other forms of digital communication, the value of a referral is increasing. So, do you need to wine and dine your best clients to get more referrals? You can if you want, but at the heart of it, getting more referrals all starts with providing an exceptional client experience. Click below to continue reading our recent article and find out more about how working with a fractional CIO can elevate your clients' experience. https://lnkd.in/gA2NnEMQ

🍂 Fall Into the Final Quarter: Is Your Advisory Strategy Ready? 🍁 The first day of fall is a stark reminder that we're officially heading toward the final quarter of the year. It's a critical time to assess your approach and ensure your financial advisory strategies are aligned to meet year-end goals. Take our OCIO Readiness Quiz to discover if your practice is equipped for the challenges and opportunities of Q4. This concise and insightful quiz can pinpoint how a fractional, or outsourced, CIO might streamline your operations and boost client satisfaction, helping you finish the year strong. 👉 Step into fall with confidence: https://lnkd.in/dKkkaJEJ #FinancialPlanning #OCIO

A big shoutout to Michael Kitces for featuring Eric Stein, CFA on Episode 403 of the #Financial Advisor Success podcast!    The episode dives into Eric's unique role at East Bay—where, instead of managing individual client portfolios, he talks about how East Bay provides fractional Chief Investment Officer services for financial advisors.   In the podcast, Eric discusses the advantages of this model for both advisors and their clients, emphasizing the strategic impact and the extensive support it offers to the firms. The podcast highlights East Bay’s deep commitment to enhancing the capabilities of financial advisors, enriching client service through investment management.   Thanks for having Eric on the show, Michael!   🔗 Tune in to the full conversation here: https://lnkd.in/giFF7F8   #FinancialAdvisorSuccess #InvestmentManagement #FractionalChiefInvestmentOfficer

Are you striving to optimize your financial advisory firm's efficiency without sacrificing quality? Dive into our detailed blog post, "5 Ways to Reduce Costs Using Outsourced CIO Solutions." Uncover practical strategies that show how partnering with an Outsourced Chief Investment Officer (OCIO) can streamline operations, boost efficiency, and reduce overhead costs—ensuring you deliver top-tier service to your clients. From leveraging expert market insights to reducing the need for in-house resources, learn how a fractional, or outsourced, CIO provides a path to cost-effectiveness without cutting corners. Ideal for advisors focused on enhancing value and operational excellence. 👉 Read the full insights here: https://lnkd.in/ehbAyFHK #FinancialAdvisory #CostEfficiency #OCIOSolutions

Thanks to our friend and collaborator Michael Kitces for featuring my fantastic partner Eric Stein, CFA and the work we do at East Bay Investment Solutions on his podcast! Now all you Future Proof attendees have something to do on your trip home! :)