Ms. Eroshin has over 20 years of experience working with ultra-high-net-worth families, foundations, endowments, 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.
Ms. Eroshin also 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 the Senior Vice President and Private Client Advisor and previously Senior Portfolio Manager, at U.S. Trust, Bank of America Private Wealth Management. Before that, she was a Senior Auditor and CPA 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®). She has taught alternative investments courses, specializing in family office and endowment due diligence of private equity, venture capital, hedge funds and real estate, as an Adjunct Faculty member at the University of San Francisco for more than 14 years.