Robert Mallernee is the CEO of Eton Solutions LP, a company dedicated to transforming family offices through innovative technology. With a background in wealth management and tax planning, Mallernee has leveraged his expertise to develop AtlasFive®, an integrated platform designed to streamline family office operations. Under his leadership, Eton Solutions has become a leader in the WealthTech industry, providing comprehensive solutions for ultra-high-net-worth families.
Who is the CEO of Eton Solutions LP?
With a robust background in wealth management, estate and income tax planning, and investment advisory services, Robert Mallernee brings a wealth of expertise to his role as CEO of Eton Solutions LP.
His career includes significant roles such as Managing Director at UBS and US Trust, and he has been instrumental in developing Eton Solutions' flagship product, AtlasFive®, which revolutionizes family office operations.
Work History
Robert Mallernee's extensive work history includes several prominent positions in the financial sector. Here are some of the key roles he has held:
- UBS - Managing Director
- US Trust - Managing Director
Education History
Robert Mallernee's educational journey is marked by prestigious institutions and a focus on finance and business. He earned his MBA in Finance and International Business from the University of Chicago, a program known for its rigorous curriculum and emphasis on analytical skills. Prior to that, he completed his undergraduate studies at the University of North Carolina at Chapel Hill, where he received a BSBA in Business and Accounting. This strong educational foundation has been instrumental in shaping his career, providing him with the knowledge and skills necessary to excel in the financial sector.
When did Robert Mallernee join Eton Solutions LP?
Robert Mallernee founded Eton Solutions LP in 2015, bringing his extensive experience in wealth management and tax planning to the forefront of the company's innovative approach. As the founder, he has been the driving force behind the development and success of the company's flagship product, AtlasFive®. Since its inception, Mallernee has served as the CEO, leading the company for over nine years. His leadership has been instrumental in transforming family office operations, making Eton Solutions a leader in the WealthTech industry.