Robert E. Mallernee, CFA

Robert E. Mallernee, CFA

Founding Partner

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 Certified Public Accountant and 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.


W. Jackson Parham, Jr., CFA

W. Jackson Parham, Jr., CFA

Founding Partner, Chief Investment Officer

Jack has more than 25 years of industry experience and oversees Eton Advisors' investment group. He is responsible for applying Eton's goals-based investment process to specific clients portfolios and serves as Chair of Eton's Investment Committee. Jack also serves at the outsourced CIO for an international single family office. Prior to co-founding Eton Advisors, he served as CIO of the UBS Multi-Family Office Group. Before that, Jack was CIO and founding principal of the US Trust MFO Group, where he was a member of the Investment Strategy Committee, Open Architecture Investment Committee, and the Investment Committee of CTC Consulting. Earlier in his career, Jack spent ten years as a College Finance Professor and served as Chairman of the Department of Business, Economics and Accounting at Hillsdale College. Jack is a Chartered Financial Analyst. He earned an MBA in Finance at the Darden Graduate School of the University of Virginia and a BA in History from Freed-Hardeman College. Jack co-teaches a graduate-level course Personal Investing & Wealth Management at the University of North Carolina's Kenan-Flagler Business School, and is a member of the Advisory Board of the Journal of Wealth Management.


Teresa Eriksson

Teresa Eriksson

Founding Partner

Teresa has more than 20 years of industry experience focused on firm management, entrepreneurial start-ups and business development. Prior to co-funding Eton Advisors, she served as head of operations of the UBS Multi-Family Office Group. Before that, Teresa served as Chief Operating Officer at the Community Foundation of Greater Greensboro, where she worked to build organizational capacity and an infrastructure to support growth. Prior to that she was at US Trust as Vice President of Strategy & Marketing with responsibility for seven offices in the Mid-Atlantic Region and served as a member of the board of directors of the US Trust Corporation Foundation. Teresa began her career in National Sales and Athletic Event Marketing where she ran national and international events for the NCAA, Women's World Cup, NBA, and multiple Olympic Teams. Teresa is a native of Sweden and holds a BS in International Business from the University of North Carolina at Greensboro.


Max Bonjean, Ph.D.

Max Bonjean, Ph.D.

Principal , Managing Partner

As Managing Partner, Max has the overall responsibility for the strategic initiatives and the day-to-day management of Eton Advisors. He also serves as the firm's Chief Compliance Officer. Prior to joining Eton, Max was a Partner at Focus Financial where he oversaw the East Coast region and was responsible for business development; acquisition activities, and direct investments and strategic support for M&A-based growth initiatives for Partner Firms. Prior to that, Max was at McKinsey & Company (New York), where he developed deep expertise and led projects in PE investments, business strategy, operations, and strategic asset allocation for various players in the financial industry. Before that, Max worked as a quantitative trader in the Securities Division at Goldman Sachs (G10Fx options desk).

A native of Luxembourg, Max received his BA and MA with dual concentration in engineering and finance from Oxford University, England, and a PhD in computational neuroscience from the University of California, San Diego.He's a member of the CFA Institute, and a CFA candidate level 3.


Joel A. Pineles, J.D., CPA

Joel A. Pineles, J.D., CPA

Wealth Structuring Consultant

Joel has more than 30 years of industry experience . At Eton, he serves as a key client advisor in the areas of tax, estate, and financial planning. From 1987 until 2009, Joel served in various capacities, including President and CEO, at Piedmont Financial Trust Company and Piedmont Financial Company in Greensboro, managing one of the largest and most complex single family offices in the United States. Joel began his career on the tax staff at Arthur Andersen & Company, and also served on the audit staff at Touche Ross & Company. Joel earned his Juris Doctor from the University of North Carolina at Chapel Hill Law School. He also holds an MS in Accounting and a BS in Mathematics from State University of New York at Albany.


John C. Wallace, CFA

John C. Wallace, CFA

Partner, Senior Investment Officer

John provides investment consulting services to Eton's multi-generational client families and also serves as a member of the investment committee. Prior to joining Eton, he most recently was Head of Global Equity and Real Asset Strategies for Franklin Street Partners in Chapel Hill, where he oversaw both the firm's global equity program and real assets program. In this role, he conducted portfolio and product management, manager research and due diligence, and portfolio construction. John also served as a portfolio manager and consultant for both individuals and institutions in his role as a Client Portfolio Strategist at the firm. Previously, John worked at Smith Breeden Associates as a Vice President in the Product Portfolio Management group, focusing on the firm's absolute return and hedge fund strategies. His career has also included roles at J.P. Morgan Private Bank and MarketBridge. John holds the Chartered Financial Analyst designation. He graduated with honors with a degree in Business Administration from the University of North Carolina at Chapel Hill, where he was a Cass Scholar. He earned his MBA from UNC's Kenan-Flagler Business School, where he was a Dean's Scholar and a Burlington Industries Fellow.


Brad F. Dalton, CFA

Brad F. Dalton, CFA

Partner, Senior Portfolio Manager

Brad is responsible for client investment analysis and reporting for multi-generational wealthy individuals and families. In his role, Brad serves on the Investment Committee and manages client portfolios. His expertise includes investment analysis, financial planning, analysis and modeling, and business development. Prior to joining UBS in 2008 and Eton Advisors in 2009, Brad served as a Financial Advisor with the Principal Financial Group, providing financial planning services, including retirement planning, asset allocation, estate planning, and tax strategies to high net worth clients. Before that, Brad served as Assistant Vice President and Investment Analyst at BB&T Asset Management and performed fundamental analysis on individual equities for the Core Model, Equity Income, and Large Cap Portfolios. Brad is a Chartered Financial Analyst and holds an MBA from the University of Tennessee at Knoxville and a BS in Finance from the University of Tennessee at Knoxville.


Dexter Blackwell, CPA

Dexter Blackwell, CPA

Partner , Senior Wealth Manager

Dexter serves as Senior Wealth Manager for several multi-family office clients and non-profit organizations. He is responsible for communication, financial and estate planning, as well as the day-to-day implementation and monitoring of the clients' service plans. He is a Certified Public Accountant and brings international tax and accounting expertise to the team. Previously, Dexter served as an International Tax Consultant at Deloitte Tax LLP, where he worked on a variety of compliance and consulting projects for individuals, corporations, and foreign partnerships. Dexter earned his Master of Accounting, with a concentration in Tax, from the University of North Carolina at Chapel Hill on a Full Tuition Scholarship, and he graduated in the Top 10% of his class. He also holds a Bachelor of Science in Business Administration with Distinction from the University of North Carolina at Chapel Hill, where he was a Carolina Research Scholar and a Boeing Fellow for three consecutive years.


Kendra R. Fortier

Kendra R. Fortier

Partner, Senior Wealth Manager

Kendra serves as a Senior Wealth Manager for several multi-family office clients. She is responsible for communication, financial and estate planning, as well as the day-to-day implementation and monitoring of clients' service plans. Kendra's experience includes project controls, risk management, forecasting and business development. Prior to joining Eton, Kendra managed company wide contract review and annual registration functions for a $2.5B publicly traded corporation. She holds an MS in Management and a BS in Business Administration as well as Political Science from Austin Peay State University. Kendra will earn her Master of Accounting from the University of North Carolina at Chapel Hill in 2019.


Chaley Munn

Chaley Munn

Wealth Management Analyst

Chaley supports the client relationship team with day-to-day operations of the client service plans, including financial analysis, preparing agreements and reports, and assisting with transactions. Prior to joining Eton Advisors, she was a design and operations intern at Around Campus Group and LaVenson Press Studios. Chaley earned a Bachelor's degree in Sociology from the University of North Carolina at Chapel Hill and is currently working on her Master of Sociology at the University of North Carolina at Greensboro.


Lorraine K. Wingler

Lorraine K. Wingler

Transaction Manager

Lorraine has over 30 years of banking industry experience. At Eton, she supports the client relationship teams with the daily implementation and execution of client financial transaction. Lorraine works closely with client custodians and vendors. Prior to joining Eton Advisors, Lorraine worked at Wachovia and BB&T where she assisted in the processing of loans and later became a loan officer. She earned a BS in Business Administration from The University of North Carolina-Chapel Hill.


Deborah Wilson

Deborah Wilson

Controller

Debbie has more than 30 years of experience as a Financial Manager, which includes 10 years of experience in the Financial Services Industry. Prior to joining Eton Advisors, she held positions heading up the financial operations for non-profits, education, government and for-profit employers. Her experience includes budget preparation, complex financial reporting, grant writing, payroll, and employee benefit administration. At Eton, Debbie is responsible for keeping the corporate side of the company operating. Responsibilities include budget development, general ledger integrity, financial reporting, payroll and Human Resource and employee benefit management. She works closely with the outside CPA's on corporate Review's and Audits, and the legal team to keep corporate documents up-to-date and current. Debbie earned a BS in Accounting from Binghamton University-New York.


Chris Fields

Chris Fields

Assistant Controller & Compliance Manager

Chris serves as a Financial Analyst and is responsible for compliance, accounting, audits and reporting. He is also the fund accountant and administrator for Eton's proprietary fund of funds and interacts with external auditors with the preparation of financial statements. Prior to joining Eton, he worked at an international commodity trading company where he audited and approved hundreds of freight invoices a week, as well as mitigated $250,000+ in disputes per year. Chris earned a BA in International Studies, and a Master of Accounting with a concentration in audit from the University of North Carolina at Chapel Hill.