ERIC GELB

Eric’s guiding mission is connecting people and developing solutions that work and creating value.

Eric is a CPA and Senior Managing Director with PKF O’Connor Davies, LLP, the 25th largest Accounting and Advisory Firm in the USA and specializes in fractional – outsourced CFO (Chief Financial Officer) for private equity funds, family offices and privately owned businesses. He also advises on financing transactions and business combinations. He was a Vice President with Citibank and JP Morgan Chase for 15 years where he specialized in equipment leasing, asset-based lending and securitization. Eric began his career at pwc (PriceWaterhouse) where he completed his CPA.

Eric graduated with a B.S. in Economics from the University of Pennsylvania’s Wharton School; and an MBA in finance and marketing from Columbia University. He is a published author of the Personal Budget Planner – A Guide for Financial Success (1995).​