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Robert Mallernee
Robert Mallernee
CEO - Eton Solutions, LP | Eton Solutions LP
Chapel Hill, North Carolina, United States
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.
Robert Mallernee
Work Experience
CEO - Eton Solutions, LP at
Eton Solutions LP
May 2015 - Present
Professor of Practice - Finance at
The University of North Carolina Health System
March 2012 - Present
Co-Founder at
Eton Advisors, L.P.
June 2009 - Present
Managing Director at
UBS Group AG
January 2007 - January 2009
Managing Director at
Us Trust
January 1999 - January 2007
Managing DIrector at
Us Trust
January 1999 - January 2007
Managing Director at
North Carolina Trust
April 1991 - August 1999
Senior International Tax Manager at
PwC
December 1987 - March 1991
Tax Manager at
Arthur Andersen & Co.
January 1983 - November 1987
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
*************@eton-solutions.com
**********@nc.rr.com
*************@etonadvisors.com
Colleagues
Partner and Chief Operating Officer
Vice President - Platform Consulting
Chief Technology Officer
Chief Implementation Officer
Chief Development Officer - Head of Platform Architecture
President
SVP, Head of International
Chief Product and Technology Officer
Vice President of Sales
Vice President, Marketing and Client Engagement