Certuity Names Mariia Eroshin, CFA, CPA, CFP®, MBA as Partner

SAN FRANCISCO--(BUSINESS WIRE)-- Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.

Ms. Eroshin has more than 20 years of investment, financial planning, family office, and wealth management experience. She 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. Ms. Eroshin is a Chartered Financial Analyst® (CFA®) charterholder, licensed Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, and taught as an adjunct faculty member at the University of San Francisco for more than 14 years.

“Mariia exhibits exceptional leadership and unwavering commitment to both Certuity and our clients,” said Rich Bursek, President of Certuity. “Her dedication, hard work, and vision have been instrumental in shaping the future of our firm, and we are excited to celebrate her promotion to Partner.”

Eroshin has been crucial in expanding the firm’s presence in Silicon Valley and nationally. A respected thought leader and educator in the wealth management and family office sectors, she has leveraged her extensive professional network and investment expertise to fuel the firm’s growth.

“I am honored to be named a Partner with Certuity and look forward to continuing to build upon our suite of services designed specifically for successful families,” Eroshin said.

About Certuity

Certuity is a private wealth management and multi-family office firm specializing in tailored financial services for high- and ultra-high net-worth individuals, entrepreneurs, family businesses and business owners. Core offerings include investment advisory, reporting, tax planning, estate planning, and access to qualified private investment opportunities. With a strong emphasis on wealth preservation and legacy planning, Certuity delivers a personalized family office experience designed to meet the unique needs of its clients.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250130463521/en/

Michael Walsh, 612-718-8952
[email protected]

Source: Certuity

You May Also Be Interested In

• KBRA Assign Preliminary Ratings to London Cards Master Issuer PLC, Series 4
• Weatherspoon Art Museum at UNCG opens two exhibitions
• CATalyst Council Marks Happy, Healthy Cat Month With New Resource for Veterinary Practices