Our Team
Michael Grueneberger
Partner & Financial Planner
Michael established and launched Tidehaven Wealth with more than a decade of broad-based experience in financial planning, investments, and asset management. Over the years, he has received multiple accolades, recognition, and awards for his work with individuals, families, and small businesses in need of wealth restructuring. At the time that Tidehaven was founded, Michael was regularly acknowledged as one of his firm’s top financial advisors. With a strong emphasis on education, he has focused on developing and giving a series of financial literacy lectures to medical students, medical residents, and fellows at every level of training in South Carolina, both at the Medical University of South Carolina and University of South Carolina School of Medicine. These have been specifically designed to address the unique needs of physicians from matriculation to completion of training. Originally from Alexandria, Virginia, Michael realized that life in the Lowcountry was for him. He chose Charleston for the location just after high school and has been thriving here ever since. He graduated from the College of Charleston with a BS in Business Administration and Economics. Shortly after, he embarked on his career as a financial advisor. Michael lives in Mount Pleasant with his wife, Liza, and their children. In his free time, he is an avid sportsman and loves carpentry. He still regularly supports his alma mater’s basketball team, the CofC Cougars. Michael’s interest in the physician’s financial journey actually started with his personal journey. His wife is currently practicing medicine in the community so he has been present and invested from the beginning to end of her training.
Katie Catalana
Partner, CERTIFIED FINANCIAL PLANNER™
Katie is a South Carolina native from our state’s fine capital. She stayed in Columbia for college, where she attended and graduated Magna Cum Laude from the University of South Carolina. Following graduation, Katie began her career in the financial services industry at BB&T’s Brokerage Firm, Scott & Stringfellow. She completed her Master’s Degree in Business Administration at The Citadel in 2008. Shortly thereafter, she joined Carolina Capital Management and honed her skills there until launching Tidehaven Wealth in 2015. In the meantime, while simultaneously working, Katie earned her CERTIFIED FINANCIAL PLANNER™designation in 2013. Her professional designations are a tribute to who Katie is as a person. She is smart, hardworking, and determined. Her attention to detail and expertise with numbers and all things financial yields an ultimate asset. With over a decade of professional experience and nearly a decade of formal education, she offers a skill set few can match. Katie relishes the opportunity to work alongside motivated clientele, assisting them and thereby building lasting confidence in their financial futures. While not at work, Katie can be found outside with her crew. She and her husband Brian share a love of all things active. Katie, Brian, and their two children, Griffin (son) and Logan (daughter), enjoy spending family time on the beach, downtown, or chasing their beloved pooch, Kylee.
Strategic Partners: East Bay Financial Services
Mario Nardone, CFA
Partner, East Bay Investment Solutions
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 hecontinues 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 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 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, and son Santino.
Eric Stein, CFA
Partner, East Bay Investment Solutions
Prior to joining East Bay, Eric worked for a variety of firms, both large and small. This includes 7+ years with Goldman Sachs Asset Management where he held roles in areas such as performance measurement, client service, risk analysis, and portfolio construction. During his tenure there, Eric had the opportunity to cover many different types of asset classes, vehicles, and client types. Eric also worked at RSM U.S. Wealth Management for 10+ years, serving as the Chief Investment Officer while providing strategic leadership and solutions for their national investment platform.
As a Partner at East Bay, Eric serves a select group of financial advisory 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.
Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. Eric also earned the Chartered Financial Analyst (CFA) designation in 2001 and continues to stay involved in the local CFA society. Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence, financial markets, and economic events. Eric enjoys traveling with his wife, Laura, and their two sons, Scott and Jack. In his spare time, Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments.