December 23, 2024
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Highlights from the 6th Annual Private Wealth Northern California Forum in San Francisco: Mariia Eroshin Talks SRIs

The wealth management and family office executive weighsESG investments in the current economic climate.

San Francisco, CA, 15th August 2022, ZEXPRWIREThis 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 economic outlook of the upcoming year, including the contribution of socially responsible investments (SRIs) to private wealth management.

SRIs are preferred by investors who want to balance their profits with positive or sustainable change. They’re part of the broader Environmental, Social, and Governance (ESG) investing. During her latest appearance on the forum, Mariia Eroshin analyzed the role of ESG investments in wealth management when oil prices are at an all-time high and institutions, individuals, and governments eschew long-term repercussions for short-term gains.

“ESG investing is still the future of investment,” explained Mariia Eroshin before her appearance on the forum. “The current economic climate will never be more important than the environment. The impact of fossil fuel investment is already hitting the world hard, and it’s only a matter of time before focus shifts back to ESG investments, which are no longer optional. Wealth management requires long-term solutions, not short-term gains like fossil fuel investments.”

Mariia Eroshin insists on long-term solutions for wealth management in the current volatile environment. Her experience spans several positions: CEO, CFO, Head of Family Office, Director of Investment Research, and Senior Portfolio Manager.

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]

Company Website: https://www.usfca.edu/faculty/mariia-eroshin

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 Talks SRIs appeared first on Zex PR Wire



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