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 serves clients as an outsource CFO and advisor to family businesses.
In addition, Eric is a member of the Transaction Advisory Group and collaborates on Private Equity Due Diligence, Mergers & Acquisitions, Debt Capital and Opportunity Zone Funds. He assists clients with transactions.
Eric is a leader in the field of outsourced corporate accounting, 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, venture, hedge funds, opportunity zones, cannabis, infrastructure, cryptocurrency, merchant banks, real estate developers, entertainment companies 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, 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.