Directory

>

Robert Mallernee

avatar

Robert Mallernee

CEO - Eton Solutions, LP | Eton Solutions LP

Chapel Hill, North Carolina, United States

View contact details (it's free)

Robert Mallernee

Summary

Robert Mallernee is a highly accomplished finance professional with extensive experience in wealth management and investment advisory services. As the CEO of Eton Solutions, he leads a technology firm that specializes in integrated wealth management platforms for family offices and wealth managers. His previous roles include co-founding Eton Advisors and serving as Managing Director at UBS and US Trust. With a strong academic background, Robert teaches Personal Investing & Wealth Management at the Kenan-Flagler Business School. He is a Chartered Financial Analyst and holds an MBA in International Business & Finance from the University of Chicago. His career began at Arthur Andersen and Price Waterhouse, where he developed expertise in tax planning and investment management. Robert's deep understanding of the financial landscape is complemented by his commitment to client service and technology innovation.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Robert Mallernee

Work Experience

company logo

CEO - Eton Solutions, LP at

Eton Solutions LP

May 2015 - Present

company logo

Professor of Practice - Finance at

The University of North Carolina Health System

March 2012 - Present

company logo

Co-Founder at

Eton Advisors, L.P.

June 2009 - Present

company logo

Managing Director at

UBS Group AG

January 2007 - January 2009

company logo

Managing Director at

Us Trust

January 1999 - January 2007

company logo

Managing DIrector at

Us Trust

January 1999 - January 2007

company logo

Managing Director at

North Carolina Trust

April 1991 - August 1999

company logo

Senior International Tax Manager at

PwC

December 1987 - March 1991

company logo

Tax Manager at

Arthur Andersen & Co.

January 1983 - November 1987

Logos provided by Logo.dev

Robert Mallernee

Education

University of Chicago, Mba

January 1987 - January 1991

UNC Kenan-Flagler Business School, Bsba

January 1979 - January 1982

Frequently Asked Questions about Robert Mallernee

What is Robert Mallernee email address?

Robert Mallernee's primary email address is *************@eton-solutions.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Robert Mallernee work for?

Robert Mallernee is a CEO - Eton Solutions, LP at Eton Solutions LP, a company specializing in Prepackaged software.

Where Robert Mallernee graduated from?

Robert Mallernee holds a degree in Finance, International Business from University of Chicago.

How can I directly contact Robert Mallernee?

To contact Robert Mallernee directly, you can use the email address *************@eton-solutions.com. Complete contact information is available upon registration with Muraena.

Who is Robert Mallernee?

Robert Mallernee is a highly accomplished finance professional with extensive experience in wealth management and investment advisory services. As the CEO of Eton Solutions, he leads a technology firm that specializes in integrated wealth management platforms for family offices and wealth managers. His previous roles include co-founding Eton Advisors and serving as Managing Director at UBS and US Trust. With a strong academic background, Robert teaches Personal Investing & Wealth Management at the Kenan-Flagler Business School. He is a Chartered Financial Analyst and holds an MBA in International Business & Finance from the University of Chicago. His career began at Arthur Andersen and Price Waterhouse, where he developed expertise in tax planning and investment management. Robert's deep understanding of the financial landscape is complemented by his commitment to client service and technology innovation.

Robert`s contact details

mail

*************@eton-solutions.com

**********@nc.rr.com

*************@etonadvisors.com

Colleagues

avatar
Nimish Soni

Partner and Chief Operating Officer

avatar
Stuart Guidry

Vice President - Platform Consulting

Tim Raby

Chief Technology Officer

avatar
Bharath Kumar

Chief Implementation Officer

avatar
Clay Reimer

Chief Development Officer - Head of Platform Architecture

avatar
Kevin Hayes

President

avatar
Bryan Henning

SVP, Head of International

avatar
Jeegar Patel

Chief Product and Technology Officer

John Hufnagel

Vice President of Sales

avatar
Tracie Soh

Vice President, Marketing and Client Engagement

View Contact details (it's free)
Request Profile Removal