Employee Stock Ownership Plans

Eric Zaiman

Managing Director, ESOP Advisory Group

Eric Zaiman is a Managing 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. In addition, Eric has broad credit and risk management responsibilities for EAG.

Eric joined J.P. Morgan in 2009 with 21 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 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, serving on its Valuation Advisory Committee and is a former executive board member of TEA’s New York/New Jersey Chapter. He is also a member of the National Center for Employee Ownership, the Employee-Owned S Corporations of America (ESCA) and the Association for Corporate Growth. He is frequent speaker on ESOP topics at industry conferences.