Director of Business Development in Financial Services and Family Office
Office: Harrison, New York
“Our goal is to develop long-term relationships with our clients and deliver our well-rounded experience, knowledge, extensive network of relationships and new ideas to help you grow your business and achieve your family’s objectives.”
Eric Gelb, CPA, is Director of Business Development of PKF O’Connor Davies Financial Services, O’Connor Davies Administration, and PKF O’Connor Davies Family Office. He is also Global Director of Business Development for PKF Global Financial Services, which includes PKF member firms in London, Edinburgh and Dublin.
In addition, Eric is a member of the Transaction Advisory Group and collaborates on Private Equity Due Diligence, Mergers & Acquisitions and Debt Capital and assists clients with transactions.
Eric is a leader in the field of administration, equipment leasing, structured finance, asset-based lending, and securitization. He has over 25 years of broad and extensive experience in the financial services industry. His clients include Family Offices, private equity and hedge funds, merchant banks, real estate developers and closely held businesses.
He was an auditor with PricewaterhouseCoopers where he completed his CPA. He was National Sales Manager of Citigroup’s Citicapital Bankers Leasing and previously a Vice President in their Asset Finance Group. Eric’s corporate finance and investment banking experiences include: Citigroup, JP Morgan, Inner Circle Sports which was a unit of Fortress Investment Group. While at JP Morgan, Eric created a multi-seller asset backed conduit, Relationship Funding Corp. where he was responsible for originating $1.9 billion of assets in 15 months.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants Private Equity Committee
- Macaulay Honors College Parents Council - Chairman
- Baruch College - Executive On Campus (EOC) Career Mentor
Certified Public Accountant (New York)
- The Wharton School at the University of Pennsylvania, Bachelor of Science degree in Accounting
Columbia School of Business, MBA in Finance and Marketing