The First Truly Comprehensive, Integrated Wealth Management System and Family Office Management Software.
WHY CHOOSE ETON
Eton Solutions empowers the Family Office to deliver a transformational experience.
We are the next-generation technology and services provider. Eton Solutions was built by a Family Office for a Family Office and so combines deep expertise with strong systems development and client service teams.
Eton Solutions is the premier wealth management system for the 21st century.
To empower the Family Office to deliver a transformational experience
To set the industry standard for how sophisticated wealth is managed
Robert E. Mallernee
With 30+ years of experience in ultra-high net worth wealth management, Rob co-founded and led Eton Advisors, the highly successful multi-Family Office that initially developed the AtlasFive platform. Rob’s passion for systems development and client service led him to establish Eton Solutions as a technology and services provider to the ultra-high net worth office.
Prior to Eton, Rob held key roles at the UBS Multi-Family Office Group, the Private Asset Management Group at NC Trust Company, Arthur Andersen, and Price Waterhouse.
Kevin J. P. Hayes
Kevin has more than 30 years of experience in international financial services and asset management in the US and UK. Kevin was previously the CFO of River and Mercantile Group PLC (2014-2020) and the Finance Director of Man Group plc (2007-2012), both UK listed public companies. Kevin started his career at EY in New Zealand and move to New York where he was a Partner in the financial services practice. In 1995 Kevin moved to Lehman Brothers where he was Managing Director, CFO Capital Markets. In 2001 he moved to the UK to become Lehman’s International CFO covering Europe and Asia and then in 2005 he became Head of Productivity and Process Improvement where he co-led the Lehman India offshoring operations. Kevin is a graduate from Victoria University, New Zealand in both accounting and law and is a CPA.
SVP Sales and Marketing
Allen joined Eton Solutions with 35+ years of experience in the tax field, including senior leadership roles at Andersen and Grant Thornton. One of his roles at Grant Thornton was the National Managing Partner of the Private Wealth Services practice which served the ultra-high net worth individual and Family Office market.
After his retirement from Grant Thornton, Allen was the Vice-President of Strategy and Innovation for the Kenan Flagler Business School (UNC) and currently serves on several local boards in various leadership positions. He is a graduate of UNC-Chapel Hill and the Wake Forest School of Law.
Chief Operating Officer
Nimish comes to Eton with 25+ years of experience as an entrepreneur and in senior executive roles at listed companies across the world. Nimish leverages his deep expertise in large implementations and operations by developing and building Eton Solutions’ onboarding and client operations teams. He has put in place best-in-class methodologies and practices to allow Eton Solutions to quickly scale the operations.
Prior to joining Eton, Nimish started his career at Cap Gemini and later founded several companies including ProcessMind and FirstLife. ProcessMind became a 5000 employee company with employees and customers around the world. After several M&As, ProcesMind became a part of Xchanging (listed in London) where Nimish served as part of the global executive management board.
Chief Financial Officer
Bill has 35+ years of experience, including eight years in public accounting and over 25 years in CFO or COO roles for private-equity-backed companies. He has led start-ups and early-stage companies through successful private equity exits, IPO and recaps.
Bill graduated Phi Beta Kappa from UNC-Chapel Hill and is a CPA.
Chief Information Officer
For 30+ years, Murali has built and managed teams that deliver best-in-class software projects and products at Fortune 300 companies and startups worldwide. He also co-founded Digite, a Silicon Valley-based start-up that develops and sells software tools that streamline engineering collaboration.
Prior to Eton, Murali held key consulting and engineering roles with DXC Technology, Xchanging, Banctec, and HCL customers including ETrade, American Express, Credit Suisse, Deutsche Bank, Wells Fargo, and Bank of America.
Chief Program Management Officer
Chief Implementation Officer
Bharath brings over 22 years of experience of implementing leadership within business operations along with enabling technological capabilities. Now at Eton, he leads the implementation team in bringing a consultative approach to technology implementations while ensuring best practices around business processes and change management.
Before joining Eton, Bharath was the Chief Operating Officer at Arthur J Gallagher where he directed the operational leadership for the international offices of the Global Brokerage division that covered 22 countries. These included Canada and spread out into Latin America, the Caribbean, Europe, and Asia. Prior to Gallagher, Bharath was the third employee of a high performing start-up venture called ProcessMind which went through several mergers and acquisitions to become a part of Xchanging. Here he became Head of Implementation and developed a high caliber global implementation team that delivered many large strategic business and technology ventures to the global financial services industries including banking, insurance, re-insurance and UK pensions.
Bharath holds an MBA in Finance from Mangalore University in India as well as Fellow Life Management Institute in Atlanta, USA.
Chief Product Officer
Don is a senior product management leader with 20+ years of experience developing and managing B2B enterprise software solutions for high-growth companies. Don has managed product portfolios ranging from $6m to $230M and managed Product, UX, and Marketing teams ranging in size from 5 to 50. His experience spans multiple industry sectors including Fintech and Payments, Intellectual Property, Agribusiness and Maritime.
Most recently, Don was Chief Product Officer at Avidxchange, a fintech unicorn in the AP Automation and B2B payments space. Prior to AvidXchange, Don was President of Product, Strategy and Innovation at Informa Plc, where he developed a product management function and executed multimillion-dollar product investments as part of a highly successful turnaround strategy for the Business Intelligence unit.
Prior to joining Informa, Don led Product Management and Marketing teams at Wolters Kluwer, Interactive Data, Standard & Poor’s, and Market News International.
Don holds an MBA (Finance) from Pace University and an undergraduate degree in Business Studies (Marketing) from the University of Limerick, Ireland.
Vice President of Sales
Subject Matter Expert
Chief Technology Officer
Tim joined Eton Solutions after 30+ years of experience designing and building technology; leading development teams in wholesale finance, internet and mobile industries.
Early in his career, Tim was the CTO for Alphameric PLC, where he was responsible for design, development and of maintenance of more than half of the worlds trading desks. He held a number of senior positions at British Telecom and O2 in the UK, Germany, Spain and the Netherlands. He was also the CEO of OMTP, a consortium of the world’s leading mobile carriers and the General Manager of the North American subsidiary of Truphone (a mobile carrier) and lead architect of their mobile recording business, which hosts compliance recordings for almost every major bank.