Eric oversees all aspects of financial operations, accounting and financial reporting, taxes, investor relations, information technology and human resources for Caltius Capital Management and its funds.
Prior to joining Caltius in 2020, Eric was Caltius’ advisor for 19 years as a Tax Partner at EY and Tax Senior Manager at Deloitte. His experience spans the private equity fund life cycle, from fund formation and capitalization to portfolio company acquisitions, mergers, restructurings and dispositions, tax planning and compliance, and fund liquidation. Eric is well-versed in reviewing complex partnership agreements and interpreting and applying investor allocation, distribution and liquidation provisions.
Eric received his Master’s Degree in Business Taxation from the University of Southern California and his B.A., summa cum laude, in History with a minor in Accounting from the University of California at Los Angeles. He is a Certified Public Accountant and active supporter of the Leukemia & Lymphoma Society and the American Heart Association.