Mariia Eroshin, CFA, CFP, CPA, MBA

Managing Director, Family Office, Foundations and Endowments at Certuity
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area

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Bio

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5.0

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Aditi Chadha [Dee]

During my time in the CFA Review program, I found the lectures and study notes on the 2 sections that were taught by Mariia, namely, Derivatives and Alternative Investments, extremely helpful. They were concise, to the point, and explained difficult concepts (such as swaps, risk management through options, among others) through short stories. Mariia made the 2 sections very easy to follow despite how intimidating they looked in the beginning. Mariia is truly a very effective teacher and has a special knack of making difficult concepts easy to follow and understand.

James Stoner Holk

Mariia is an engaging and capable teacher. She provides a learning environment that both challenges and informs her students. Her intelligence and expertise are obvious, and her kind personality promotes a desire for learning complex material.

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Jan, 2007
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jan, 2006
    - Nov, 2024
  • Certified Public Accountant (CPA)
    California Board of Accountancy
    Dec, 2005
    - Nov, 2024
  • **Registered States** AL, CA, FL, HI, IL, IN, KS, MA, MN, MO, MT, NJ, NV, NY, OR, TN, TX, VA, WA, WI, WY
    FINRA

Experience

  • Certuity
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director, Family Office, Foundations and Endowments
      • May 2023 - Present

      I bring more than 20 years of experience working with ultra-high-net-worth families, foundations, endowments and family offices that value transparency, innovation, investment and technological ingenuity, and client-centric holistic wealth management. Certuity shares these values and empowers the turn-key creation of family offices, serving as OCIO or OCFO, and provides tailored services to our clients. I bring more than 20 years of experience working with ultra-high-net-worth families, foundations, endowments and family offices that value transparency, innovation, investment and technological ingenuity, and client-centric holistic wealth management. Certuity shares these values and empowers the turn-key creation of family offices, serving as OCIO or OCFO, and provides tailored services to our clients.

  • University of San Francisco
    • United States
    • Higher Education
    • 700 & Above Employee
    • Adjunct Faculty
      • 2008 - Present

  • Family Office
    • Silicon Valley, California, United States
    • CEO, CFO, Head of Family Office
      • Jul 2021 - Jun 2023

      Investment Management, Venture Capital, Technology, Startups, Family Office, Impact Investing, Strategy, Finance, Accounting, Reporting, Forecasting Investment Management, Venture Capital, Technology, Startups, Family Office, Impact Investing, Strategy, Finance, Accounting, Reporting, Forecasting

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President (SVP)
      • Jun 2019 - Jul 2021

  • Citi Private Bank
    • San Francisco
    • Director
      • Apr 2017 - Jun 2019

  • US Trust/Bank of America Private Wealth Management
    • Senior Vice President and Private Client Advisor
      • Mar 2011 - Apr 2017

      previously Senior Portfolio Manager previously Senior Portfolio Manager

  • CFA Review Program, CFA Society of San Francisco
    • Instructor
      • 2006 - 2016

  • CFA Society of San Francisco Board of Directors
    • Board Member
      • 2007 - Dec 2014

  • Multi-Family Office Investment Firm
    • Family Office, Investment Company
    • Director of Investment Research/Senior Portfolio Manager
      • 2006 - Mar 2011

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior Auditor, Asset Management/Private Equity/Venture Capital/Hedge Funds
      • Jan 2004 - Dec 2006

      Auditor of Investment Companies, Global Asset Management (Hedge Fund) Practice, Certified Public Accountant (CPA) Auditor of Investment Companies, Global Asset Management (Hedge Fund) Practice, Certified Public Accountant (CPA)

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Finance/Investments Intern
      • 2002 - 2003

  • Pemstar
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Corporate Finance/International Operations/M&A Intern
      • 2002 - 2002

Education

  • University of Pennsylvania - The Wharton School
    Master of Business Administration (M.B.A.)
  • Chartered Financial Analyst (CFA) Charter
    CFA Institute
  • Certified Financial Planner
    CFP, Financial Planning
  • University of Minnesota-Duluth
    BBA, Finance, minor Marketing
  • University of Minnesota
    BAc, Accounting
  • University of Minnesota
    BA, International Studies, minor French language

Community

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