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

Certuity has announced the promotion of Mariia Eroshin, CFA, CPA, CFP®, MBA, to Partner. With over 20 years of experience in investment management, financial planning, and family office services, Eroshin has played a key role in expanding Certuity’s presence in Silicon Valley and beyond. A distinguished thought leader and educator, she earned her MBA from the Wharton School of the University of Pennsylvania, where she was valedictorian, summa cum laude, and the first female Palmer Scholar. She has also taught 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.” Eroshin expressed her enthusiasm for the role, stating, “I am honored to be named a Partner with Certuity and look forward to building upon our suite of services designed specifically for successful families.”

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 the full press release.