Eric is the Chief Investment Officer of Congress Park Capital and has served in that position since founding the firm in 2009. His primary responsibility involves constructing individualized portfolios for clients through individual company equity and bond analysis.
Prior to Congress Park Capital, Eric held the position of Financial Advisor with Merrill Lynch from 2005 to 2009 and also with UBS Wealth Management from 2002 to 2005.
After graduating from the Wharton School of Business in 1993 with a Bachelor of Science degree in Economics focusing on finance and entrepreneurial management, Eric worked at a boutique NYC investment banking firm specializing in Mergers and Acquisitions. The firm, TM Capital, specialized in mid-market transactions and was formed by a former senior banker at Goldman Sachs. At TM Capital, Eric worked on constructing and analyzing financial models for companies to raise financing, complete divestitures and enter into acquisitions.
After TM Capital, Eric took a position at Holberg Industries in Greenwich CT. Holberg functioned as a leveraged buyout shop which concentrated on two industries: food distribution and paid parking at Airports and in Metropolitan areas. The Parking Business was consolidated and eventually became part of Standard Parking. While at Holberg, Eric participated in the acquisition of Pepsico Inc.’s food service distribution unit when the company divested YUM Brands (Pizza Hut, KFC and Taco Bell). Holberg, through its AmeriServe Distribution arm, became one of the largest food distributors in North America. The Company has since been renamed McLane Industries and is a subsidiary of Berkshire Hathaway.
Eric left Holberg Industries in 1998 to pursue a roll-up strategy in Technology Consulting. After joining Forza Technology Corp. as CFO, Eric orchestrated the acquisition of Basset Computer Systems to help Forza become one of the 50 fastest growing Technology firms in CT as measured by Deloitte and Touche for four years from 1998 – 2001. Eric continues to maintain an ownership stake in Forza and is active in an advisory role.