Mariia’s Journey
M ariia Eroshin’s name is synonymous with excellence in family office management, finance, and accounting, family governance and legacy, private wealth management, impact investing, and private equity. Her academic and professional achievements, financial prowess, and transformational leadership style have earned her the respect of ultra-high-net-worth families, family offices, Big 4 accounting firms, investment firms, banks, and more.
Education
Since completing her Bachelor’s degree (Summa Cum Laude), majoring in Finance, Accounting, and International Studies from the University of Minnesota, Mariia has never looked back. She quickly picked up her Certified Public Accountant (CPA), Chartered Financial Analyst® (CFA), and Certified Financial Planner® (CFP) professional designations, as well as Bloomberg equity and fixed income certifications. Moreover, she completed her MBA from the Wharton Business School at the top of the class and was Wharton’s first-ever female Palmer Scholar.
Professional Career
From being a senior auditor at a Big 4 accounting firm to expanding her leadership capabilities to family offices and private wealth management firms, Mariia Eroshin has done it all. Mariia Eroshin, CFA, CFP®, CPA, MBA, has had a long career as a family office achieved excellence in family office management, finance, investments, accounting, family governance and legacy private wealth management, impact investing, private equity, managing diverse teams and executive leadership. Throughout her career, Mariia Eroshin has held various leadership roles, such as CFO, Head of Family Office, CEO, Director of Investment Research, and Senior Portfolio Manager at family offices. She has also worked as the Senior Vice President at UBS Financial Services, Inc., Senior Vice President at U.S. Trust/Bank of America Private Wealth Management, and Director at Citi Private Bank. Additionally, Mariia Eroshin has experience as a CPA in a Big Four Accounting Firm’s Global Asset Management Practice.
Academic & Teaching Career
Mariia Eroshin has substantial academic and teaching experience. She has been teaching Alternative Investments courses as an Adjunct Faculty at the University of San Francisco for over 15 years, including Venture Capital, Private Equity, Hedge Funds, Real Estate, and Family Office Due Diligence. She has also taught Derivatives II courses and served as a guest lecturer in Portfolio Management, specifically in Private Wealth Management.
ACHIEVEMENTS
Years of C-Suite & Leadership Experience
Mariia Eroshin has worked in numerous executive leadership positions such as CFO, Director, Senior VP, CEO, and more.
Years and Counting
Mariia has been a part of the Adjunct Faculty at the University of San Francisco since 2008.
Guest Speaker/Panelist Invitations
Mariia spoke about the future of wealth management and next-generation investment opportunities at the 6th Private Wealth Northern California Forum and the ALTSSV Conference, respectively, in 2022.
Latest Speaking Engagements
On the 7th and 8th of September 2022, Mariia Eroshin discussed alternative investment opportunities, social responsibility, and impact investing with analysts, investors, and finance experts at the annual ALTSSV Conference in Mountain View, CA.
Mariia Eroshin has also spoken at the Women’s Venture Capital Summit 2023 on February 9, 2023, as an LP Judge at the Emerging Manager Forum.
Mariia Eroshin is a frequent speaker at a variety of family office, finance, and investment conferences. She has presented on a broad spectrum of topics, including:
Establishing and optimizing a family office
Asset allocation and portfolio management
Accounting and finance
Investment policy statements
Manager selection and due diligence
Philanthropy and charitable contributions
Private foundations and donor-advised funds
Family office governance and educating the next generation of family office stewardship
Family legacy and long-term wealth strategy
Socially responsible investments
Investing with impact
Hedging
Derivatives
Risk management
Cash management and lending
Wealth planning
Trust and estate
She has spoken at the following notable events and conferences:
- 5thPrivate Wealth Summit (Markets Group, panelist, Family Governance) and 6th Private Wealth Summit (Markets Group, panelist, Future of Wealth Management)
- Women’s Venture Capital Summit 2023, speaker, LP Judge, Emerging Managers Forum
- Alternative Investments Silicon Valley AltsSV, panelist, Venture Capital
- Institute for Private Investors, presenter, Investment Policy Statement and The Art and Science of Asset Allocation
- IvyPlus Family Office Conferences, Due Diligence and Risk Monitoring, Real Assets, presenter several times a year
- Donor Advised Funds Salon, Impact Investing and Measurability of Social Impact, presenter
- National Association of Business Economics, The Role of Derivatives, Speaker, received Silicon Valley Guru Award
- Women in Finance, Panelist for several years, Portfolio Management, Guest Speaker, University of San Francisco
- Take Action! Impact Investing Summit, Speaker, Due Diligence Expert
- Private Wealth Forum, CFA Society of San Francisco, Chair and Moderator
Awards & Distinctions
- The Wharton Business School, University of Pennsylvania - ranked #1 in MBA class, the first female to receive Palmer Scholar Award
- National Association of Business Economics - Silicon Valley Guru Award
- U.S. Trust President's Award
- Financial Women Association Award Recipient
SKILLS
Executive Leadership
Mariia Eroshin’s 22+ years in C-suite positions have molded her into an exceptionally capable leader who knows how to bring the best out of her teams.
Technical Training
Productivity Management
Empathy
Mentorship & Teaching
Mariia’s technical knowledge, empathy, and extraordinary communication skills make her an elite finance and wealth management mentor:
- Adjunct Faculty, University of San Francisco, 2008 to Present
- CFA Review Program Instructor, CFA Society of San Francisco, 2006 to 2016
-
Board Member, CFA Society of San Francisco, 2007 to 2014
Financial Strategizing
It’s one thing to come up with a sound strategy and another to execute it. Mariia Eroshin has proven time and time again that she can do both remarkably well. Some of her notable skills are:
- Investments
- Finance
- Accounting
- Financial Management and Reporting
- Tax
- Client Acquisition
- Marketing Strategy
- Client Management
- Strategic Planning
- Leadership
- Communication
- Business Operations
- Financing
- Financial Planning
- Trust and Estate
- Philantrophy
Strategic Planning
Team Discussion
Timeline Establishment
Project Management