Mariia Eroshin

Mariia Eroshin, CFA, CFP®, CPA, MBA, has had a long career in private wealth management, family offices, investments, strategy, venture capital, private equity, finance, and impact investing. Throughout her career, Mariia Eroshin has held various leadership roles, such as CEO, CFO, Head of Family Office, Director of Investment Research, and Senior Portfolio Manager at family offices, as well as 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. She also has experience as a CPA in Big Four Accounting Firm’s Global Asset Management Practice.

Mariia Eroshin earned her Bachelor’s degrees, Summa Cum Laude, with majors in Finance, Accounting and International Studies from the University of Minnesota. She graduated as a Palmers Scholar with an MBA from Wharton Business School. She became the first female Wharton Palmers Scholar. Mariia Eroshin holds the Chartered Financial Analyst®, Certified Financial PlannerTM, and Certified Public Accountant professional designations. Mariia Eroshin has been teaching Alternative Investments courses as an Adjunct Faculty at University of San Francisco for over 14 years, and have also taught Derivatives II courses.

• Alternative Investments
• Portfolio Management
• Family Offices
• Private Wealth Management
• Asset Allocation
• Wealth Planning
• Wealth Strategy

• Adjunct Faculty, Master of Science in Financial Analysis Program, University of San Francisco

• Wharton Business School, University of Pennsylvania, Master of Business Administration (MBA) in Entrepreneurial Management, Palmer Scholar, Valedictorian, first female Palmer Scholar
• University of Minnesota, Bachelor of Business Administration (BBA) in Finance, minor - Marketing, Bachelor of Accounting (BAc) in Accounting, Bachelor of Arts (BA) in International Studies, minor - French
• Chartered Financial Analyst designation (CFA)
• Certified Financial Planner (CFP)
• Certified Public Accountant (CPA)
• Bloomberg Equity and Fixed Income Certifications

• CEO, CFO, Head of Family Office, Director of Investment Research, and Senior Portfolio Manager at family offices
• Senior Vice President, UBS Financial Services, Inc.
• Senior Vice President at U.S. Trust/Bank of America Private Wealth Management
• Director, Citi Private Bank
• CPA, Big Four Accounting Firm’s Global Asset Management Practice

• The Wharton Business School, University of Pennsylvania - ranked #1 in MBA class, 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

• 5th and 6th Private Wealth Summit, Markets Group, Family Governance topic, panelist, Future of Wealth Management
• Institute for Private Investors, Investment Policy Statement and The Art and Science of Asset Allocation, presenter 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, and multiple other events