Robert Mallernee

As CEO of ETON Solutions Rob is leading a third-generation wealth management technology firm in developing and offering the most comprehensive, integrated platform for the family office, multi-family office and wealth manager market. The ETON Solutions platform is based upon Rob’s deep domain expertise in wealth management, supplemented by strong systems development and client service teams.

Prior to ETON Solutions, Rob co-founded a Multi-Family Office, Eton Advisors. This came after he served as head of the UBS Multi-Family Office Group. Earlier in his career, Rob served as a founding principal of the US Trust Multi-Family Office, and before that, as head of the Private Asset Management Group at NC Trust Company, which was sold to US Trust in 1999. He began his career at Arthur Andersen and Price Waterhouse in North Carolina and Chicago, where he was a Senior Tax Manager. His experience is particularly deep in estate and income tax planning, investment advisory services, and complex governance and succession issues.

Rob co-teaches a graduate-level course Personal Investing & Wealth Management at the University of North Carolina's Kenan-Flagler Business School. He is a Chartered Financial Analyst. Rob holds an MBA in International Business & Finance from the University of Chicago, and a BS from the University of North Carolina at Chapel Hill.