Eric Schultz

Founder & Managing Member

Eric has over 30 years of experience providing finance and accounting expertise to clients in the financial services market and other industries. For the last 25 years, he has been a trusted partner to small and mid-sized private equity and venture capital firms, delivering critical business intelligence, fund administration, finance, and accounting support. In addition, Eric provides full-service accounting and tax services to small businesses and individuals. Eric is a CPA since October 1995 and holds a BS degree in economics from the State University of New York Oneonta. Learn more about our founder here.