PKF O’Connor Davies, an accounting, tax and advisory firm, promoted Eric Gelb to senior managing director of business development of PKF O’Connor Davies Financial Services, O’Connor Davies Administration and PKF O’Connor Davies Family Office.
“Eric has always been someone who clients and colleagues alike look to for insight and guidance and this new role is a validation of his longstanding leadership,” Marc Rinaldi, partner-in-charge of financial services, director of family office investments and CEO of O’Connor Davies Administration, said. “I congratulate Eric on this well-deserved promotion and I look forward to his ongoing leadership and innovation as the firm continues to expand in these key service areas.”
In his current role in business development, Gelb also works on outsourced CFO and advisory assignments and leverages more than 30 years of experience in the financial services industry. His expertise lies in outsourced corporate accounting, administration, equipment leasing, structured finance, asset-based lending and securitization. Gelb has built and maintained relationships with clients in the private equity, venture, hedge fund and opportunity zone space, as well as the cannabis, infrastructure, cryptocurrency, real estate and entertainment industries. Gelb is the vice chair of the New York State Society of Certified Public Accountants Private Equity and Venture Capital Committee and a member of the American Institute of Certified Public Accountants.
“Whether it’s advising a longstanding family business on best practices, assisting private equity firms or reviewing a merger and acquisition before it closes, my overarching goal is to develop long-term relationships with clients, make meaningful connections and deliver insights grounded in both expertise and experience,” Gelb said. “In my expanded role, I plan on sticking to that playbook and continuing to innovate new opportunities for the firm to connect with clients and cultivate growth.”
