finanzen.net
12.07.2019 17:00
Bewerten
(0)

Eton Advisors Broadens Executive Leadership and Names Max Bonjean as Managing Partner

DRUCKEN

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.

Cision View original content:http://www.prnewswire.com/news-releases/eton-advisors-broadens-executive-leadership-and-names-max-bonjean-as-managing-partner-300884114.html

SOURCE Eton Advisors Group

Anzeige
Anzeige
Börse Stuttgart Anlegerclub

Die richtige Strategie für die Börsenkrise

Stecken Sie nicht den Sand in den Kopf, sondern kaufen Sie die richtigen Aktien. Erfahren Sie im aktuellen Anlegermagazin mehr über attraktive Qualitätsaktien und zyklische Aktien
Kostenfrei registrieren und lesen!

Heute im Fokus

DAX beendet Handel höher -- US-Börsen mit leichtem Plus -- ams mit OSRAM-Gegenofferte -- Bayer-Strafe deutlich gesenkt -- Citigroup übertrifft Erwartungen -- Carl Zeiss Meditec, EVOTEC im Fokus

Moody's: BASF-Rating droht Herabstufung. Trump droht dem mit mauem Wachstum kämpfenden China mit neuen Zöllen. Milliardendeal zwischen Broadcom und Symantec angeblich geplatzt. OMV mit Millioneninvestition in Deutschland. Rheinmetall ergattert Großauftrag. Bitcoin rauscht unter 10.000 US-Dollar. Airbus-Aktie auf Rekordhoch.

Die 5 beliebtesten Top-Rankings

Promis
Diese Sternchen haben ihren eigenen Aktien-Index
Diese Aktien hat Warren Buffett im Depot
Die Änderungen unter den Top-Positionen
Die erfolgreichsten Kinofilme der letzten 25 Jahre
Welche Titel knackten die Milliardenmarke an den Kinokassen?
Das verdienen Aufsichtsratschefs in DAX-Konzernen
Deutlich unter Vorstandsgehältern
Apps & Social Media: Die wertvollsten Marken der Welt
Welche Marke macht das Rennen?
mehr Top Rankings

Umfrage

Wo sehen Sie den DAX Ende 2019?

Online Brokerage über finanzen.net

finanzen.net Brokerage
Handeln Sie für nur 5 Euro Orderprovision* pro Trade aus der Informationswelt von finanzen.net!

ETF-Sparplan

Oskar ist der einfache und intelligente ETF-Sparplan. Er übernimmt die ETF-Auswahl, ist steuersmart, transparent und kostengünstig.
Zur klassischen Ansicht wechseln
Kontakt - Impressum - Werben - Pressemehr anzeigen
Top News
Beliebte Suchen
DAX 30
Öl
Euro US-Dollar
Bitcoin
Goldpreis
Meistgesucht
Wirecard AG747206
Deutsche Bank AG514000
Daimler AG710000
NEL ASAA0B733
Amazon906866
BayerBAY001
CommerzbankCBK100
BASFBASF11
Microsoft Corp.870747
Infineon AG623100
TeslaA1CX3T
Airbus SE (ex EADS)938914
Apple Inc.865985
EVOTEC SE566480
Deutsche Telekom AG555750