Robert E. Mallernee, CFA

Rob Mallernee is a Founding Partner of Eton Advisors, where he draws on more than 30 years of experience to advise closely held businesses, entrepreneurs, and multi-generational families. Rob specializes in the development of comprehensive investment and estate plans, with a specific focus on high-level income tax planning and the human side of business succession and family governance. For families whose financial lives span multiple entities, generations, and goals, Rob provides the structure and discipline needed to keep their long-term goals firmly in view.

Rob’s leadership at Eton is informed by three decades of industry depth, ensuring that every family he serves has access to a seasoned perspective on the complexities of wealth and stewardship. A Chartered Financial Analyst (CFA), he is deeply committed to the future of the wealth management industry and co-teaches a graduate-level course in Private Wealth Management at UNC’s Kenan-Flagler Business School, mentoring future industry leaders.

Away from the office, Rob prioritizes spending time with his family and friends. He enjoys golf, skiing, and traveling to explore new destinations.