Eton Advisors Names John Wallace as Senior Investment Officer

By: Eton Advisors
 
CHAPEL HILL, N.C. - May 3, 2016 - PRLog -- Eton Advisors, an independent wealth advisory firm that primarily serves ultra-affluent families, has named John C. Wallace, CFA as Senior Investment Officer.

Wallace will provide investment consulting services to multi-generational families, including goal formulation, strategic asset allocation, and investment policy.

Wallace most recently was Head of Global Equity and Real Asset Strategies for Franklin Street Partners in Chapel Hill, where he oversaw the firm's $300 million global equity program and $65 million real assets program. In this role, he conducted portfolio and product management, manager research, due diligence, and portfolio construction. Wallace also served as a portfolio manager and consultant for both individuals and institutions in his role as a Client Portfolio Strategist at the firm. His career has also included roles at J.P. Morgan Private Bank, Smith Breeden Associates and MarketBridge.

"Over his career, John has distinguished himself as a skilled and insightful advisor and investment manager, with talents for innovation and exemplary client service," said Rob Mallernee, Eton's CEO. "He is a great fit for our service excellence culture and we are excited to have him on our team."

Wallace has a Master in Business Administration and a Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill, Kenan-Flagler Business School.

About Eton Advisors:
Eton Advisors, LP is a multi-family office serving affluent families across North America. Founded in 2009, Eton oversees approximately $1.8 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 considered a global thought leader in applying this approach using its proprietary technology solution designed exclusively for family offices. For more information, please visit http://www.etonadvisors.com.
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Source:Eton Advisors
Email:***@etonadvisors.com Email Verified
Tags:New Hire, Finance, Money
Industry:Financial
Location:Chapel Hill - North Carolina - United States
Subject:Executives
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