Robert Mallernee
About Robert Mallernee
Robert Mallernee serves as the CEO of Eton Solutions, LP, where he has worked since 2015. He has extensive experience in wealth management and tax planning, and he co-teaches a graduate course at the University of North Carolina's Kenan-Flagler Business School.
Work at Eton Solutions
Robert Mallernee has served as the CEO of Eton Solutions, LP since 2015. Under his leadership, the company has developed a comprehensive, integrated platform tailored for family offices, multi-family offices, and wealth managers. Mallernee's role involves overseeing the strategic direction and operations of the firm, which is based in Chapel Hill, North Carolina. His experience in wealth management and financial advisory services has been instrumental in shaping the company's offerings.
Education and Expertise
Robert Mallernee holds a Bachelor of Science in Business Administration (BSBA) from the University of North Carolina at Chapel Hill, where he studied Business and Accounting from 1979 to 1982. He furthered his education with an MBA in International Business and Finance from the University of Chicago, completing his studies from 1987 to 1991. Mallernee is also a Chartered Financial Analyst, demonstrating his expertise in finance and investment management.
Background
Mallernee began his career at Arthur Andersen & Co. as a Tax Manager before moving to Price Waterhouse Coopers, where he served as a Senior International Tax Manager. He later worked at UBS AG as Managing Director and headed the Private Asset Management Group at NC Trust Company prior to its acquisition by US Trust in 1999. He co-founded Eton Advisors, L.P. in 2009, further establishing his presence in the wealth management sector.
Teaching and Academic Involvement
In addition to his executive roles, Robert Mallernee is actively involved in academia. Since 2012, he has served as a Professor of Practice in Finance at the University of North Carolina's Kenan-Flagler Business School. He co-teaches a graduate-level course titled 'Personal Investing & Wealth Management,' sharing his extensive knowledge and experience with the next generation of finance professionals.
Professional Affiliations
Robert Mallernee is a founding principal of the US Trust Multi-Family Office and has served as head of the UBS Multi-Family Office Group. He is also a member of the Forbes Finance Council, which connects him with other leaders in the finance industry. His professional affiliations reflect his commitment to excellence in wealth management and financial advisory services.