The wealth management and family office executive weighs in on the future of wealth management, including wealth strategy and family legacy, and impact of ESG investments in the current economic climate.
San Francisco, CA, 30th August 2022, ZEXPRWIRE, This year’s 6th Annual Private Wealth Northern California Forum saw a panel of esteemed guests leading in wealth management. The wealth management and family office executive Mariia Eroshin was one of the speakers invited to provide an outlook for the wealth management industry, including wealth strategy and legacy, philanthropy, and the contribution of socially responsible investments (SRIs), sustainability, and impact investing to private wealth management.
More and more, families of wealth are focused on multigenerational stewardship of wealth, legacy, and impact. They hope to achieve long-term solutions to global challenges for their next generations. SRIs are typically considered by investors who are trying to balance profits with positive or sustainable impact, and the broader Environmental, Social, and Governance (ESG) investing. During her latest appearance at the forum, Mariia Eroshin analyzed the role of impact and ESG investments in wealth management and the overall concept of purposeful multigenerational stewardship of wealth that creates long-lasting legacy.
Mariia Eroshin has had a two-decade career helping families of wealth and foundations achieve stewardship of wealth. Her experience spans several positions: CEO, CFO, Head of Family Office, Director of Investment Research, Senior Portfolio Manager, Private Client Advisor, and Private Wealth Financial Advisor. Mariia Eroshin is an Adjunct Faculty in the Master of Science in Financial Analysis at the University of San Francisco. She’s a Palmer Scholar MBA graduate of the Wharton Business School, University of Pennsylvania, and a frequent speaker at many leading conferences and investor forums nationally.
For more details about her experience and particulars, visit her LinkedIn profile below.
About Mariia Eroshin, CFA, CFP®, CPA, MBA
Mariia Eroshin is a Wealth Management and Family Office Executive based in Silicon Valley with extensive experience in private wealth management and family offices. Her designations include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Public Accountant (CPA). Mariia Eroshin will next speak in September at this year’s ALTSSV conference.
Company Name: Mariia Eroshin
Email: [email protected]