Eric Gelb

Senior Managing Director of Business Development

We develop long-term relationships with our clients and deliver our well-rounded experience, knowledge, extensive network of resources and new ideas to help you grow your business and achieve your family’s objectives.

Eric Gelb, CPA, is Senior Managing Director in Financial Services, specializing in business development. His clients include private equity, hedge and real estate funds, investment advisors and Family Offices. Eric serves clients as an outsourced CFO, advisor to family and privately held businesses and advises on financial transactions, restructurings and workouts.

Eric collaborates on Private Equity Due Diligence (QOE), Mergers & Acquisitions, Debt Capital and Opportunity Zone and cryptocurrency and digital asset Funds. He also assists clients with financing transactions.

Eric is a leader in the field of outsourced CFO and corporate accounting, fund administration, equipment leasing, structured finance, asset-based lending, and securitization. He has over 30 years of experience in financial services.

He was an auditor with PwC 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 experience includes: Citigroup, JP Morgan, and 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

  • Chair – NYS Society of CPAs Private Equity and Venture Capital Committee
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants Private Equity Committee
  • Cooperative Apartment – Board Member and Treasurer
  • Macaulay Honors College Parents Council – Chairman
  • Baruch College – Executive On Campus (EOC) Career Mentor


  • Certified Public Accountant (New York)