February 24, 2024

The ALTSSV is an alternative investment conference that draws professional investors, analysts, and experts from all over the country. A long-term wealth management executive for ultra-high-net-worth families and foundations, Mariia Eroshin, will participate in the event, which returns this year on September 8th, 2022.
Before the upcoming alternative investments presentation, Mariia Eroshin discussed the future of wealth management at the 6th Private Wealth Northern California Forum this past June, painting an outlook for wealth management in the second half of 2022. During the event, the panel shared current trends and addressed various topics, from socially responsible investing to trust and estate planning.
The panelists also discussed the challenges of wealth preservation during general shifts. The upcoming panel would further shed light on the current role of alternative investments in contemporary wealth management. It would feature experts like Mariia Eroshin, who has a diverse financial background, having worked in private wealth management, family offices, investments, strategy, venture capital, private equity, finance, and impact investing.
Throughout her career, 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.
Visit Mariia Eroshin’s LinkedIn profile to learn more about her experience in traditional and alternative investments.
About Mariia Eroshin, CFA, CFP®, CPA, MBA
Mariia Eroshin is a Silicon Valley-based Wealth Management and Family Office Executive. She has a Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA). Mariia Eroshin has extensive experience in private wealth management and family offices. Her last speaking appearance was on June 15, 2022, at the 6th Private Wealth Northern California Forum.
Contact Details
LinkedIn: http://www.linkedin.com/in/mariia-eroshin-cfa-cfp-cpa-mba-621a02
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