Financial Analysis
Mariia  Eroshin

Mariia Eroshin, CFA, CPA, CFP

Adjunct Professor

Mariia Eroshin is a Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management. As a Senior Portfolio Manager, Ms. Eroshin is responsible for understanding the clients' strategic investment objectives and unique goals in order to provide guidance and effectively develop and manage investments and asset allocation.

Ms. Eroshin brings to the company her experience working with high-net-worth individuals, family offices, and foundations. Prior to joining US Trust, she was the Director of Investment Research at Springcreek Advisors LLC, a multi-family office. She was responsible for investment strategy, market outlook, asset allocation, investment manager due diligence, and portfolio management for private clients and foundations. She previously worked in Ernst & Young Global Asset Management Practice as a Senior Auditor focusing on hedge funds, private equity, and venture capital audits and investment valuation.

Ms. Eroshin holds CFA Charter, CFP® designation, and an active CPA license. She is an Adjunct Faculty at University of San Francisco, teaching Alternative Investments and Derivatives courses in Master of Science in Financial Analysis Program, as well as teaching in CFA Review Program. She is a graduate of University of Minnesota Duluth with degrees in Finance, Accounting, and International Studies. Ms. Eroshin is a Board Member of CFA Society of San Francisco, and an active member of the CFA Institute, American Institute of Certified Public Accountants, Financial Planning Association, California Society of CPAs, and Association of Women in Alternative Investing.

Education

University of Minnesota Duluth

Administrative Appointments

Chartered Financial Analyst
Certified Public Accountant
Certified Financial Planner

Courses Offered
  • Alternative Investments
  • Derivatives II