Employee Stock Ownership Plans

Access objective advice regarding the best solutions to meet your ESOP financing needs.

Eric Zaiman

Eric Zaiman

Executive Director, Esop Advisory Group Head

Eric Zaiman is an executive director in the ESOP (Employee Stock Ownership Plan) Advisory Group. He is dedicated to advising bankers and their clients on the benefits of executing ESOP transactions and understanding ESOP-related issues. Eric has a leadership role managing ESOP financing transactions, including evaluation, structuring, underwriting and execution.

Eric joined J.P. Morgan in 2009 with 23 years of experience in the finance industry. Prior to joining Chase, he was with financial advisory firm Duff & Phelps for 11 years. Eric has structured ESOP transactions and raised financing for many companies and sellers. In addition, he has represented ESOP trustees, issuing transaction and valuation opinions. Eric began his career in banking, holding roles in relationship management and credit/risk management.

Eric received a Bachelor degree in Economics from the Yeshiva University and holds a Master of Business Administration in Finance and International Business from New York University. He is licensed by FINRA with a Series 79 and Series 63.

Eric is very active in the ESOP community. He is a member of the ESOP Association sitting as an associate member of their Valuation Advisory Committee and serving as an executive board member of their New York/New Jersey Chapter. He is also active in the National Center for Employee Ownership and the Association for Corporate Growth.

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