Highlights from the 6th Annual Private Wealth Northern California Forum in San Francisco: Mariia Eroshin Discusses the Future of Wealth Management

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.

Media Contacts

Company Name: Mariia Eroshin

Email: [email protected]

LinkedIn: www.linkedin.com/in/mariia-eroshin-cfa-cfp-cpa-mba-621a02

The Post Highlights from the 6th Annual Private Wealth Northern California Forum in San Francisco: Mariia Eroshin Discusses the Future of Wealth Management appeared first on ZEX PR WIRE

Information contained on this page is provided by an independent third-party content provider. Binary News Network and this Site make no warranties or representations in connection therewith. If you are affiliated with this page and would like it removed please contact [email protected]

News

Rep-Lite Guarantees Candidate Performance with Its Scalable Medical Device Sales Talent Acquisition Solution

A reputable medical staffing agency provides scalable medical sales recruitment and talent acquisition solutions for the medical equipment industry. Santa Rosa Beach, FL, 8th February...

Businesses Around the World Partner with Lean Security for Advanced Penetration Testing in Sydney, Australia

The leading security services provider is partnering with businesses across the globe to provide leading penetration testing services. Sydney, Australia, Mar 26 2024, ZEXPRWIRE, Businesses worldwide are increasingly turning...

Kinetex’s Liquidity Aggregation Mode: Risk Mitigation

Dubai, UAE, 9th January 2024, Completing the series of posts dedicated to the Liquidity Aggregation mode, let’s focus on the last aspect the team has...

Saudi Visa Requirements For British Citizens

SAUDI VISA FOR BRITISH CITIZENS Adelaide, SA, 12th February 2024, Individuals from the United Kingdom who wish to visit Saudi Arabia must obtain a Saudi...

Best Real Estate Helps Real Estate & Mortgage Pros Connect With Home Buyers

Purchasing a home is a significant investment. However, even before you start looking for a home, prospective home buyers need to find the right...

Cliniq Dermoestetica & Laser Revolutionizes Plastic Surgery with Inclusive Approach and Cutting-Edge Techniques

Medellín, Antioquia, Colombia, 6th Jul 2023 – Cliniq Dermoestetica & Laser, a leading boutique clinic specializing in plastic surgery, aesthetic medicine, and aesthetic dentistry,...

The Advantages Of Ceramic Coating For Automobiles Are Explained By US Tires and Window Tint

Robbinsville Twp, NJ, 29th October 2022, ZEXPRWIRE, If car owners are looking for ways to protect their car’s paint and keep it looking shiny...

Saudi Arabia Visa Application For United States Citizen

SAUDI VISA Saudi Arabia, located in the Middle East, has implemented the eVisa, an electronic visa that allows citizens of approximately 50 countries to visit...