Articles from Certuity

Certuity Partner Mariia Eroshin, CFA, CPA, CFP®, MBA has been named an Excellence Awardee (Finalist) in the 2025 InvestmentNews Women to Watch Awards, under the Financial Literacy Champion category. The awards ceremony will commence at Tribeca 360 this week in New York City.

Certuity Partner Mariia Eroshin, CFA, CPA, CFP®, MBA has been recognized by the Silicon Valley Business Journal as a Woman of Influence for 2025. Eroshin is a Partner at Certuity and head of Certuity’s Mountain View office and has more than 20 years of experience serving ultra-high-net-worth families, foundations, endowments, family offices, and attorneys.

Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Constantine Hatzivassiliou to Partner.

Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.

Certuity announced today that Scott Welch has joined the firm as Chief Investment Officer. Mr. Welch brings more than 25 years of investment experience to his role, most recently as a member of the WisdomTree Asset Allocation and Investment Committees and Chief Investment Officer of their model portfolios.

Certuity, an independent multi-family office that provides a holistic approach to wealth management, legacy planning and family office services, announced today the appointment of Mariia Eroshin, CFA, CPA, CFP®, MBA as Managing Director, Family Office, Foundations and Endowments. Ms. Eroshin brings more than 20 years of experience working with ultra-high-net-worth families, foundations, endowments and family offices.

Certuity (formerly Camden Capital) has announced the appointment of Daniel J. Lee as Partner, Chief Revenue Officer and Wealth Advisor. Prior to joining Certuity, Mr. Lee spent 10 years at First Republic Bank, most recently as a Senior Managing Director and Wealth Advisor, where he grew new client wealth management assets by approximately $7 billion and worked directly with sophisticated high- and ultra-high-net-worth families. He also served on First Republic Bank’s Leadership Committee and as Regional Wealth Advisor Manager for the Pacific Northwest.