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Robert Mallernee

Founding Partner and Chief Executive Officer

Eton Advisors

United States, North Carolina, Chapel Hill

About Me

Rob has more than 30 years of experience in advising closely held businesses, senior corporate executives, entrepreneurs, venture capitalists and wealthy families by building comprehensive, multi-generational investment, financial, and estate plans. Prior to co-founding Eton Advisors, 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. Rob began his career at Arthur Andersen and Price Waterhouse in North Carolina and Chicago, where he was a Senior Tax Manager. His experienc

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Profile Information

Founding Partner and Chief Executive Officer

Eton Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chapel Hill

North Carolina

United States

Sep 30, 2024

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