NORTH PALM BEACH, Fla.--(BUSINESS WIRE)--Certuity, an independent multi-family office that provides a holistic approach to wealth management, legacy planning and family office services, announced today the appointment of Mariia Eroshin, CFA, CPA, CFP®, MBA as Managing Director, Family Office, Foundations and Endowments. Ms. Eroshin brings more than 20 years of experience working with ultra-high-net-worth families, foundations, endowments and family offices.
Prior to joining Certuity, Ms. Eroshin held multiple leadership roles in family offices, including CEO, CFO, Head of Family Office, Director of Investment Research and Senior Portfolio Manager. In her family office roles, she oversaw leading teams, investments, clients, family office operations, finance and accounting, technology, venture capital, private equity, real estate, family business consulting, trust and estate, tax, and philanthropy. Additionally, Ms. Eroshin has experience in multi-family wealth management, as well as foundations and endowments, providing investment management and serving as OCIO.
“I am excited to join a firm that is deeply committed to providing a world-class, institutional family office and wealth management offering,” Ms. Eroshin said. “Certuity is a client-centric, tech-forward-thinking firm that is continuously evolving, innovating and making a meaningful impact on the lives of the families we serve. It is an honor to be part of this team.”
“Mariia’s extensive experience working with ultra-high-net-worth families and family offices aligns with our core offering and expands our network of supporting additional families,” said Rich Bursek, President & Partner of Certuity. “Mariia shares our values and commitment to provide clients with a holistic, personalized and tailored experience based on the individual needs and circumstances of each family. We are thrilled to welcome her.”
Ms. Eroshin previously served as Senior Vice President and Private Wealth Advisor at UBS Financial Services, where she created and led an ultra-high-net-worth family offices and foundations practice. Prior to UBS, she served as Director and Private Banker at Citi Private Bank, leading an ultra-high-net-worth team in wealth management, private banking, investments, philanthropy, wealth strategy and trust planning. Ms. Eroshin also served as Senior Vice President and Private Client Advisor, and previously Senior Portfolio Manager, at U.S. Trust, Bank of America Private Wealth Management. She began her career at Ernst & Young, specializing in private equity, venture capital and hedge fund audit and valuation in the Global Asset Management Group.
Ms. Eroshin earned an MBA from the Wharton School of the University of Pennsylvania, where she graduated valedictorian, summa cum laude and is the first female to receive the prestigious Palmer Scholar recognition. She also earned a Bachelor of Business Administration in Finance, a Bachelor of Accounting in Accounting and a Bachelor of Arts in International Studies from the University of Minnesota Duluth. Ms. Eroshin holds the Series 7, 66 & SIE licenses and is a Chartered Financial Analyst (CFA) charterholder, licensed Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®).
About Certuity
Certuity provides a holistic approach to wealth management, legacy planning and family office services. Certuity’s independent structure, objective platform and underlying fiduciary duty differentiate it from a majority of traditional wealth management firms. Certuity and its advisors have been recognized in Barron’s Top U.S. Advisors Ranked by State 2014-2023 and America’s Top 100 Independent Advisors 2016-2019, Forbes’ Top Women Advisors 2020-2021 and Best-in-State Advisors 2020-2023 lists, The Financial Times Top 300 Financial Advisors 2015-2020, Financial Advisors Magazine’s Top 50 Fastest-Growing Firms 2013 & 2019 and RIA Ranking 2019-2022, and the Los Angeles Business Journal’s Banking and Finance Visionaries 2021-2023. Certuity has offices in New York City, North Palm Beach, San Francisco, Manhattan Beach and Santa Monica. Learn more at www.Certuity.com.
