Robert J. Bagonis, Jr.

Robert J. Bagonis, Jr.

Partner, Ethos Financial Group

Robert J. Bagonis, Jr. co-founded Tritium Private Wealth Strategies, LLC in 2014 specializing in quantitative analysis and financial modelling for families and private businesses. Robert’s core focus involves engineering financial solutions for estate, business succession/exit, investment, and insurance needs. 

Robert has presented nationwide to financial advisors, banks, insurance companies, NAIFA and other institutions sharing knowledge of current topics and techniques for financial security in an ever-changing economic environment and industry.  

Prior to Tritium, Robert managed the Wealth Advisory Group at New England Financial’s leading firm, overseeing the implementation of planning strategies for hundreds of families and private business owners.

Robert holds licenses and certifications for investments and insurance and received a Bachelor of Science in Business from Pennsylvania State University.