CHARLOTTE, N.C., July 12, 2019 /PRNewswire/ -- Eton Advisors
Group, an independent wealth advisory firm serving ultra-affluent
families, has recently named Max E.
Bonjean as the firm's new managing partner. He joins the
senior leadership team with co-founders Robert Mallernee, Jack
Parham, and Teresa
Eriksson.
In his new role, Bonjean will develop and execute Eton's
strategic vision, drive the future phases of Eton's robust growth,
and lead business initiatives and programs that support Eton's
advisory teams in helping clients achieve their goals.
"Today's announcement represents another major advancement in
our ability to effectively serve client families over the long-term
as their needs become more complex," Eriksson said. The appointment
follows the addition of four equity partners in September 2017.
Bonjean brings significant experience to the role, joining from
Focus Financial Partners where he co-led the East Coast regional
efforts for business development, investment, and acquisition
activities. "While at Focus, Max provided vital counsel and
expertise to Eton during a pivotal stage in our development. As a
result, we developed tremendous mutual respect and trust," Eriksson
said. "Luring him to North
Carolina was a major achievement for our clients and team,
and we're excited about the firm's future with Max at the
helm."
Prior to Focus, Bonjean worked at McKinsey & Company and at
Goldman Sachs as a quantitative trader. A native of Luxembourg, he earned his BA and MA in
engineering and finance from Oxford
University, England, and
his PhD in neuroscience from the University of
California, San Diego. He is a member of the CFA
Institute.
Alongside the co-founders, Bonjean will focus on the "what's
next" for the firm. "I am extremely proud to lead this
outstanding organization with top quality advisors. We are
consistently looking for ways to deliver remarkable results through
innovative wealth solutions for our clients that trust us to be
their advocate," said Bonjean. "The ultra-high net worth wealth
management industry is at an inflection point with a lot of
transformative forces. I believe that Eton is uniquely
positioned to lead this industry forward, continuously raising the
bar and standard of care that we bring to our clients each and
every day as trusted advisors and true fiduciaries."
Bonjean will also serve as Chief Compliance Officer and joins
Eton's Board of Directors.
About Eton Advisors:
Eton Advisors Group, LLC is a
multi-family office serving affluent families across North America. Founded in 2009, Eton oversees
approximately $2 billion in assets
under management and utilizes a goals-based framework to provide a
full suite of integrated advice designed to fulfill the family's
needs, priorities, and aspirations in a multi-generational context.
Eton is a global thought leader in applying this approach using its
proprietary technology solution designed exclusively for family
offices. In 2017, Eton joined Focus Financial Partners, LLC, a
leading partnership of independent wealth management firms located
throughout the United States and
abroad. For more information, visit
http://www.etonadvisors.com.
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SOURCE Eton Advisors Group