Robert Bagonis

Robert J. Bagonis, Jr. is a Managing Partner at Ethos Financial Group, LLC, where he specializes in quantitative analysis, financial modeling, and integrated insurance design. In this leadership role, he provides strategic financial advice to high-net-worth individuals, families, and business owners, with a particular focus on developing advanced planning strategies and portfolio management solutions. His responsibilities include overseeing client advisory services and integrating insurance solutions into holistic wealth management plans.

Bagonis has a robust background in the investment sector, having co-founded Tritium Private Wealth Strategies in 2014 and continuing as Principal there, focusing on sophisticated financial strategies for clients. Throughout his career, he has gained a reputation for expertise in wealth accumulation, risk mitigation, and retirement planning, serving affluent individuals and multi-generational families, as well as assisting small business owners with succession and estate planning needs. Core asset classes he engages with include equities, fixed income, and insurance-based investment products.

He holds a Bachelor of Science in Business Administration with a concentration in Financial Services from Penn State University. Beyond technical expertise, Bagonis is noted for educating clients in an accessible manner and advancing standards within the advisory community, building a reputation for clarity and commitment in client service.