Robert E. Mallernee

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 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.