NABE Silicon Valley RoundTable

NABE Silicon Valley RoundTable

Derivatives in the Financial Markets

Speaker(s):  Mariia Eroshin, CFA, CPA, CFP, Senior Portfolio Manager, U.S. Trust, Bank of America Private Wealth Management
Meeting date:  March 13, 2012

Mariia Eroshin is a Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management. 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 member 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.

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