Summary
Overview
Work History
Education
Skills
Professional Activities
Personal Activities
Affiliations
Timeline
Generic

Eric Haskel

Los Angeles,CA

Summary

Accomplished family office executive with over 20 years of experience in managing high net worth family offices and related organizations. Expertise in investment structuring, tax and estate planning, next-generation education, and charitable initiatives. Proven track record in establishing and optimizing family office operations, including organizational design, staffing, budgeting, and client service excellence.

Overview

23
23
years of professional experience

Work History

Head of Strategic Initiatives

Hillspire, LLC
Los Angeles, CA
09.2023 - Current
  • Responsible for the development of investment strategies and capital deployment in a series of key strategic areas, including artificial intelligence, military and defense technology, aerospace and aviation, and other industries.
  • Manage numerous large-scale infrastructure projects, both domestically and abroad, including the identification and selection of consultants and vendors, budget development and oversight, and overall project management.
  • Support the overall family office in all areas of operation, including legal, tax, investment, governance, accounting/finance, property management, and technology.

Chief Executive Officer

ART & WELLNESS ENTERPRISES
Bentonville, Arkansas
10.2021 - 12.2022
  • Responsible for developing and leading the local support office for a single family member, focused on various for-profit activities and non-profit entities, including the Crystal Bridges Museum of American Art, the Art Bridges Foundation, the Whole Health Institute, and the ALW School of Medicine.
  • Responsible for a $20M annual operating budget and approximately fifty professionals tasked with providing support across all functional areas, including finance, accounting, investment, technology, human resources, property management, legal, and operations.
  • Oversight and management of policies and procedures affecting approximately six hundred associates across AWE businesses.
  • Assisted the Board in determining capital allocation and planning, governance decisions, and other matters, including various estate, charitable, and financial structuring.

Head of Financial Services

WALTON ENTERPRISES, LLC.
Bentonville, Arkansas
01.2016 - 10.2021
  • Led a team of financial advisors focused on providing financial and investment advice to family members.
  • Designed and implemented a number of local satellite family office operations, including systems, staffing, policies, and procedures.
  • Supported family members in all aspects of their business interests, including acquisition/disposition, capital structuring, management and strategy, and acting as an owner's representative.
  • Responsible for a wide variety of family services, including financial and business advice, healthcare, aviation, security, and other services.
  • Represented family members as an owner’s representative in various business interests across a number of industries.
  • Promoted to CEO of Art & Wellness Enterprises (family member office) in 2021.

Managing Director, Portfolio Manager

PERELLA WEINBERG PARTNERS
Denver, Colorado
01.2010 - 01.2016
  • Responsible for working with family office clients and managing approximately $2 billion of investments as a fiduciary within the firm’s Agility outsourced CIO business, in all asset classes
  • Lead Portfolio Manager and OCIO for private clients and foundations with investable assets of over $2 billion
  • Worked with all aspects of private client management including coordination of estate planning, tax structuring, family staffing, concierge services and private banking
  • Lead investor on all direct deals on behalf of family clients including real estate, private companies, and other direct investments

Managing Director, Senior Consultant

GREYCOURT & CO., INC.
Portland, Oregon
01.2007 - 01.2010
  • Worked with high-net-worth family clients across all areas of investment services including asset allocation, manager selection, cash flow forecasting, estate, and charitable planning
  • Worked closely with extended family members of clients on a variety of issues ranging from home mortgages, investment opportunities, family genealogy and other areas
  • Tasked with educating 'next generation' family members on the basics of financial management

Vice President, Portfolio Manager

AVALON CAPITAL GROUP, INC.
La Jolla, California
01.2002 - 01.2007
  • Portfolio Manager for San Diego-based Family Office with over $2 billion in assets
  • Worked closely with extended family members on a variety of issues including mortgages / loans, investment opportunities, tax / accounting issues, and education

Education

Master of Business Administration (M.B.A.) - Finance, Computer Science

University of San Diego
San Diego, CA
01.1996

Bachelor of Science (B.S.) - Aeronautical Management Technology

Arizona State University
Tempe, AZ
01.1993

Skills

  • Teamwork and collaboration
  • Conflict resolution
  • Organizational skills
  • Problem-solving
  • Project planning
  • Organizational leadership
  • Operations management
  • Change management
  • Relationship management
  • Process improvements
  • Budgeting and cost control
  • Strategic planning
  • Executive leadership
  • Recruiting and hiring top talent

Professional Activities

Board & Committee Member Experience:

  • For Profit: Board Director, Game Composites, 01/01/17 to Present, Bentonville, AR. Board Director, Achates Power, Inc, 01/01/17 to 12/31/19, San Diego, CA. Board Director, Summit Aviation, 01/01/17 to 12/31/19, Bentonville, AR. Board Observer, Cuna del Mar, 01/01/17 to 12/31/19, Panama. Limited Partner Advisory Board Member, Prime Finance Group, 01/01/11 to 12/31/16, San Francisco. Limited Partner Advisory Board Member, Europa Partners, 01/01/13 to 12/31/16, London.
  • Non-Profit: Investment Committee Member, Crystal Bridges Museum of American Art, 01/01/22 to 12/01/22, Bentonville, AR. Board Director, TBMOPA Foundation, 01/01/20 to 12/31/23. Board Director and Finance Committee Member, Promises 2 Kids, 01/01/10 to 12/31/17, San Diego, CA. Board Member, Audit & Finance Committee Member, Colorado Public Television, 01/01/11 to 12/31/21.

Personal Activities

Active member of a number of aviation related charitable organizations including Angel flight, a non-profit organization that provides free private air transportation to people seeking medical treatment, Pilots n Paws, a non-profit organization that arranges for free air transportation for animals seeking adoption, Lighthawk Conservation, a non-profit organization that arranges for flights to reposition endangered species, evaluate migration patterns and other environmentally sensitive missions, and Veterans Airlift Command, a non-profit organization that arranges for free air transportation for veterans seeking medical treatment or other compassionate transportation.

Licensed Commercial Pilot with instrument, multi-engine, and helicopter privileges.

Affiliations

Select Direct investment transactions:

} Aircraft Manufacturing Business – Arkansas. Confidential terms.

} Electric Vehicle Manufacturing Business – National. Confidential terms.

} Aviation Software & Technology Company – Colorado. Confidential terms.

} Online Sports Wagering Business – Europe. Confidential terms.

} Cannabis-related Regulatory Analytics Company – Western US. Confidential terms.

} High Performance Ski and Accessories Business – Utah. Confidential terms.

} Solar Financing Business – National. Confidential terms.

} Construction Financing Business - Minnesota. $100M+ equity investment.

} Ranching Operation - Santa Barbara, CA. $50M equity investment plus $20M financing.

} Retail Consumer Drink Business. Seed investor. Sale to Coca Cola.

} Drug therapy Business. Late-stage investor p. IPO. $20M+ equity investment.

} Renewable Energy Business. Pan Africa. $15M equity investment.

} Entertainment Business (film and music content). Based in NY and London. Total equity investment - $30M.

} Homebuilding Business. Sunbelt operation. Total equity investment - $75M - $100M.

} Various restaurant operations (California and Midwest). $5M+ equity investment.

} Oil and gas operations in the Midwest and south (both royalty and operating interests). $50M+ equity investment.

} Experience with concentrated stock positions (rule 144B management, hedging strategies, proxy voting, etc.).

Experience with family real estate and personal property transactions:

} Multi-building Apartment Acquisition in Arkansas. Confidential terms.

} Large-scale Museum Expansion Project in Arkansas. Confidential terms.

} Large-scale Medical School Development and Construction in Arkansas. Confidential terms.

} Large-scale Multi-Use Building in Arkansas. Confidential Terms.

} Hotel operation in Florida.

} Apartment operation in Florida.

} Large-scale hangar acquisition and management in Denver, Colorado.

} Large-scale hangar design, construction and operation in Bentonville, Arkansas.

} Large-scale multi-hangar rehabilitation, operation and management in Bentonville, Arkansas.

} Land development operation (single family housing) in California.

} Raw land acquisition and entitlement in Nebraska.

} Retail power center development and operation in Nevada.

} Numerous private home entitlement, construction, and operation experience.

} Acquisition and construction of large-scale yacht project (180+ linear feet).

} Numerous aircraft sales and purchases ranging from light jets to large intercontinental aircraft.

Experience working on family matters:

} Tax and Estate planning structures (GSTs, GRATs, etc.).

} Charitable giving (setting up Foundations and other structures - CRUTs, CLATS, etc.).

} Hiring and managing house staff including domestic help, drivers, security, pilots, etc.).

} Extensive experience working with private aviation operations, Part 91 and 135.

} Family history / documentation / genealogy research.

} Next generation wealth education.

Public image management, press relations, publicity oversight, etc..

Timeline

Head of Strategic Initiatives

Hillspire, LLC
09.2023 - Current

Chief Executive Officer

ART & WELLNESS ENTERPRISES
10.2021 - 12.2022

Head of Financial Services

WALTON ENTERPRISES, LLC.
01.2016 - 10.2021

Managing Director, Portfolio Manager

PERELLA WEINBERG PARTNERS
01.2010 - 01.2016

Managing Director, Senior Consultant

GREYCOURT & CO., INC.
01.2007 - 01.2010

Vice President, Portfolio Manager

AVALON CAPITAL GROUP, INC.
01.2002 - 01.2007

Master of Business Administration (M.B.A.) - Finance, Computer Science

University of San Diego

Bachelor of Science (B.S.) - Aeronautical Management Technology

Arizona State University
Eric Haskel