Eton Solutions
Leadership

Seasoned Professionals Setting The Industry Standard.

Our leadership team is made up of family office professionals with over 100 years of combined experience in the wealth management industry. We understand the struggles of a modern-day family office and work tirelessly developing smart systems that integrate operations. Partnering with us means joining a ready-made team of experts. They’ve learned from their experiences and are ready to help you elevate your business using industry-setting best practices. Trust the seasoned professionals who’ve already walked in your shoes to lead you along the path of the future of the family office.

Our Leadership

Partnering with us means joining a ready-made team of experts. They’ve learned from their experiences and are ready to help you elevate your business using industry-setting best practices. Trust the seasoned professionals who’ve already walked in your shoes to lead you along the path of the future of the family office.

Satyen Patel

Executive Chairman

Satyen has previously held senior management positions in several multinational companies and has worked all over the globe. He started his career with Grand Metropolitan PLC/The Pillsbury Company, based out of Minneapolis, MN, and served as their Director of Strategic Development. He continued his business development work in the food and beverage industry when he joined Pepsi-Cola International in New York, where he was Director, International Business Development & Operations. Thereafter, Managing Director for Nike Southeast Asia & South Asia based out of Singapore and a non-executive director at 3i PLC Asia-Pacific before setting off to found Cambridge Solutions Ltd. in London.

In addition to his years of experience in senior management for business development, Satyen has held a variety of board positions. He is currently a member of the board for Neilsoft Ltd. Formerly, a board member for ICON Aircraft Inc. He was the co-founder and Chairman of Prescient Inc., and prior to that a co-founder and Executive Vice Chairman for Cambridge Solutions Ltd. a publicly listed IT and BPO company in financial services.

Robert E. Mallernee

Chief Executive Officer

As Chief Executive Officer of Eton Solutions, Rob leads a third-generation wealth management technology firm in developing and offering the most comprehensive, integrated platform for the family office, multi-family office and wealth manager market. The Eton Solutions platform is based upon Rob’s deep domain expertise in wealth management, supplemented by strong systems development and client service teams.

Prior to Eton Solutions, Rob co-founded a Multi-Family Office, Eton Advisors. This came after 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. He 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.

Rob also is an official member of the Forbes Finance Council. Members are selected based on their depth and diversity of experience and are involved in private forum discussions, partnerships and collaborations.

Bryan Henning

President

Bryan Henning is the newly appointed President of Eton Solutions, where he leads the company’s strategic initiatives and operations with a focus on delivering innovative technology solutions for family offices and wealth management firms. With over 30 years of experience in the banking and finance industry, Bryan brings a wealth of expertise in driving growth, enhancing client relationships, and fostering a culture of excellence at Eton Solutions.

Bryan has played an instrumental role in setting up Eton’s international headquarters in Singapore and has been part of the Executive Committee contributing significantly to the company’s development and success. As President, he is committed to further strengthening Eton’s position as a leading provider of cutting-edge solutions, ensuring that clients receive unparalleled service and support in a rapidly evolving market. Bryan leads the company’s global sales, sales support, and marketing teams. Additionally, he oversees key operational functions, with the Chief Operating Officer reporting directly to him. His leadership extends to the Implementation, Services, and Human Resources teams, as well as the company’s operations in India, including offices in Bangalore (GTC), Gujarat (GIFT City) and Shimoga.

Bryan’s career has been marked by a distinguished track record in developing and managing wealth management offerings for a wide range of clients, including retail, mass affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) individuals. He has held senior leadership roles at prestigious institutions such as Standard Chartered Bank, Barclays Wealth, and HSBC, where he led wealth management divisions across diverse regions.

With significant experience in Africa, the Middle East, and Europe, Bryan has spent the majority of his career in Asia, where he has built and run successful wealth management and investment product businesses. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.

Bryan holds a Bachelor of Commerce from the University of British Columbia, Canada, and is a Chartered Accountant, having earned his designation from the Institute of Chartered Accountants of British Columbia. He is also an active educator, recently joining the faculty of the Wealth Management Institute, where he contributes to the development of Product and Advisory Services courses.

Kevin J. P. Hayes

Chief Financial Officer & Legal Counsel

Kevin Hayes joined Eton Solutions in 2020 and now as Chief Financial Officer and Legal Counsel of Eton Solutions, Kevin serves as a visionary leader for the company and ensures Eton Solutions’ mission drives every decision the company makes.

With significant asset management experience in both the US and the UK, Kevin brings a global perspective to Eton Solutions, along with more than 30 years of experience in international financial services.

Kevin’s decade-plus years of experience with listing public companies on global stock exchanges positions Eton Solutions to become a world-renowned company. Most recently, Kevin was CFO of River and Mercantile Group PLC and facilitated their efforts for a premium listing on the London Stock Exchange in 2014. While leading this charge, he was responsible for Finance, Legal, Compliance and Operations of the Pension Advisory and Asset Management businesses.

His previous experience prepared him well for that task, as he was instrumental in the spin-off and listing of MF Global on the New York Stock Exchange during his role as Finance Director and Board member of the FTSE 100 listed asset manager Man Group PLC (2007-2012). During his time with Man Group PLC, he was responsible for the finance and treasury functions in the UK, Switzerland, the US, Singapore, Hong Kong, and Japan. Kevin’s leadership roles in international financial services and his experience listing public companies make him an invaluable asset to the Eton Solutions executive team.

Prior to these roles, Kevin spent over a decade with Lehman Brothers. He started there in 1995 as Managing Director, CFO Capital Markets, and covered the Fixed Income, Equities, and Private Client businesses before moving to the UK in 2001 to become Lehman’s International CFO (covering Europe and Asia). He further expanded his international management experience when he became Head of Productivity and Process Improvement in 2005. In this position, he co-led the Lehman India offshoring operations.

Kevin started his career at Ernst & Young in New Zealand, where he started in Audit. While there, he was seconded to the NZ Securities Commission to assist in the rewrite of the Companies Act due to his accounting and legal experience. He moved to EY New York in 1989 where he became a Partner in the Financial Services practice covering publicly listed investment banks and foreign registered banks operating in the US.

Kevin is a graduate of Victoria University, New Zealand, with bachelor’s degrees in both Law and Accounting. He was admitted as a Barrister and Solicitor of the High Court of New Zealand. Kevin is also a Certified Public Accountant in California.

Nimish Soni

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, ProcessMind became a part of Xchanging (listed in London) where Nimish served as part of the global executive management board.

Jeegar Patel

Chief Product & Technology Officer

Jeegar Patel leads the product and technology development group at Eton Solutions.

He is a thought leader with a commercial product mindset and has an exceptional track record of shaping and executing technology transformation and business process reengineering strategies. He is responsible for the design of integrated platform architecture and building a comprehensive end-to-end solution that fully integrates all operational aspects of the wealth management life cycle, empoweringFamily Offices to run more efficiently and deliver a transformative experience to their clients.

Jeegar joined us from BlackRock, after serving for 18 years as Managing Director responsible for the accelerated technology vision and commercial product launch strategy for Aladdin’s Accounting, Performance, Provider Oversight and Reporting capabilities – Key engine of business growth, for harvesting incremental revenue from existing clients and distinguishing value proposition for prospects. He has championed industry leading Post Trade operational scale and efficiency, with an accomplished history of building scale engineered, resilient, and open architecture platform solutions for clients across Asset Management, Insurance, Pensions and Asset Servicer landscape.

Jeegar holds a Bachelors degree in Electronics Engineering and Masters degree in Electrical Engineering with specialization in Automation Control and Robotics from The Maharaja Sayajirao University of Baroda.

Bharath Kumar

Chief Implementation Officer

Bharath Kumar is Chief Implementation Officer for Eton Solutions, with executive responsibility for managing all implementation functions. He works closely with the executive and senior leadership teams in executing the firm’s strategic vision. His key responsibilities include developing high caliber implementation talents and developing methodology, implementation operating procedures, and global infrastructure that improves Eton’s implementation efficiencies.

Bharath brings over 24 years of global experience to Eton Solutions. Prior to joining Eton Solutions, he was the Chief Operating Officer of Arthur J Gallagher’s International Division, in which he was responsible for overseeing operations across 25 countries. While at Arthur J Gallagher, he did extensive work in M&A and integrations, and was responsible for implementing operating models and professional standards across multi-cultural operating teams. His previous role was Head of Implementation in a global firm that provided technology and business operations services around the world for clients in various industries, including banking, insurance, insurance broking, pensions, property asset management, and logistics.

Bharath holds an MBA in Financial Management from Mangalore University in India, with specialization in capital assets and portfolio theories.

Murali Nadarajah

Chief Information Officer

Muralidhran (Murali) Nadarajah, Chief Information Officer at Eton Solutions, leverages over three decades of global experience in system integration and professional services. His expertise in digital transformation, AI, and analytics spans across the US, UK, and Asia.

Murali’s career is distinguished by his roles as CEO, CTO, and CIO at HCL, BancTec, and DXC Technologies (formerly CSC and HP Enterprises), including co-founding VC-funded ventures like Digité. He has driven significant innovations such as an award-winning automatic fare system and the world’s first nationwide cloud-based virtual learning environment. His contributions to high-impact projects for financial titans like American Express and Goldman Sachs showcase his strategic vision and commitment to transforming industries through technology.

At Eton, he led the transformation of AtlasFive into a cloud-native platform, now hosted securely across multiple countries. The platform re-architecting also allowed the transformation of AtlasFive to economically address wealth owners with lower AUMs.

He broadened cybersecurity, privacy and responsible AI measures, adding ISO27001, ISO27701, ISO42001 certifications to the existing SOC1 and SOC2 compliance.

With a deep-rooted background in AI that began over 37 years ago during his academic tenure, Murali leads the integration of LLMs, expert systems, and machine learning into Eton’s AtlasFive Family Office platform, enhancing family office operations with AI-driven solutions. Murali is the inventor behind several patents and provisional patents in the design of autonomous AI agents, context-aware AI-based OCR, and AI-based dynamic visualization.

Our Experienced Board of Directors

Satyen Patel

  • Executive Chairman of Eton Solutions, L.P.
  • Current board member of Neilsoft Ltd., former board member of ICON Aircraft Inc. and Prescient Inc.
  • Former Executive Vice Chairman and Co-Founder of Cambridge Solutions Ltd. (a publicly listed IT and BPO company)
  • Was in senior executive roles at Nike Southeast Asia/South Asia (Singapore), PepsiCo (New York) and The Pillsbury Company (Minneapolis)

Robert E. Mallernee

  • Founder and CEO of Eton Solutions
  • Co-founded and led highly successful multi-family office
  • Has over 30 years of experience in ultra-high-net-worth investment management

Alex Leman

  • Founder and CEO of Canadian Dealer Lease Services, a leading leasing solutions provider in Canada’s auto leasing industry
  • Founder of Leman Group, a consulting firm focused on M&A integration, strategy execution, turnarounds and other strategic initiatives

W. Jackson Parham, Jr.

  • Founder and Chief Investment Officer of Eton Advisors
  • Prior to founding Eton Advisors, Mr. Parham served as Chief Investment Officer of UBS Multi-Family Office group
  • Also served as Chief Investment Officer of the Multi-Family Office group at U.S. Trust

Steve Hassenfelt

  • Chairman of Granville Capital, a registered investment advisor (RIA) that provides investment management for high-net-worth individuals, families, not-for-profits and institutions
  • Previously held senior executive positions with N.C. Trust Company (which he also co-founded) and U.S. Trust Corporation, where he served as COO of the Investment Group

Teresa Eriksson

  • Founder and COO of Eton Advisors
  • Previously served as Head of Operations of the Multi-Family Office group at UBS

Roger Kafker

  • Over a 30 year career at TA, sponsored more than 30 investments, 27 of which are fully or partially exited
  • Significant experience investing in asset management companies having made eight investments in this sector
  • Experience investing in transaction processing companies, including Cardtronics, BluePay and Rectangle Health; helped source and close multiple acquisitions for both companies with an aim to accelerate growth by building scale
  • Served on the Board of Directors of numerous public companies

Rajendra Pai

  • Investment Committee member at Navis Capital Partners
  • Extensive investment and portfolio management experience, both in Asia and the US, across industry sectors such as technology, food, consumer, infrastructure, financial services, logistics and healthcare
  • Served as CEO & Managing Director of New Hope Investment Holding in Asia, and Director in New York then Head of Strategic Investments for ITOCHU Corporation in Southeast Asia
  • Now a Singapore citizen after being raised in India then educated in India and the UK
  • Holds a Bachelor of Engineering (Chemical) from Poona University, India and is a Sloan Fellow from London Business School