Burkholder Wealth Management is pleased to announce that Eric Burkholder, Founder and CFA Charterholder, has successfully earned the Private Equity Certificate from the CFA Institute. This achievement underscores the firm’s deep commitment to continuing education and positions Burkholder Wealth Management to better support clients who are exploring private equity investments.

 

 

“Private equity is no longer an occasional side‑note in asset allocation — it’s becoming a core component of growing, well‑diversified portfolios. I believe earning the Private Equity Certificate allows us to better serve clients by not only identifying opportunities, but understanding and managing the complexities that come with them.”

– Eric Burkholder, Founder & CFA Charterholder, Burkholder Wealth Management

 

 

 

 

 

Highlights & Significance

• The CFA Institute’s Private Equity Certificate is a rigorous, intermediate‑level credential focused on the skills required in private equity investing: valuation, due diligence, fund‑structure, deal modeling, and private debt.
• With private markets, and private equity in particular, playing an increasingly prominent role in diversified portfolios, this designation arms Burkholder Wealth Management with enhanced expertise and tools to navigate this complex terrain.

 

 

What This Means for Clients

With his newly earned Private Equity Certificate, Eric Burkholder and the team at Burkholder Wealth Management are even better equipped to:

• Evaluate Private Equity Opportunities
  Perform thorough due diligence, assessing fund terms, risk‑return trade‑offs, governance, exit strategy and alignment of interests. The Certificate reinforces proficiency in modeling the performance of private equity deals and stress‑testing assumptions.
• Serve Clients Seeking Private Market Exposure
  For clients interested in private equity, growth equity, or private debt allocations, Burkholder Wealth Management can now provide more sophisticated analysis, help identify appropriate opportunities, and structure exposures that align with each client’s risk profile, time horizon, and liquidity needs.
• Enhance Transparency and Risk Management
  Private equity investments can have unique risks—illiquidity, valuation uncertainty, long time‑frames. The specialized knowledge gained through the certificate strengthens BWM’s ability to manage and communicate these risks, monitor performance, and ensure clients’ interests are well protected.

 

 

A Demonstration of Commitment to Excellence

At Burkholder Wealth Management, continuous learning is woven into the firm’s culture. Eric Burkholder’s pursuit of the Private Equity Certificate follows his CFA designation and reflects BWM’s broader mission: to combine disciplined investment management with ongoing professional development to deliver superior service. Clients of Burkholder Wealth Management can take confidence in knowing their advisor not only meets industry standards, but continually upgrades his skill‑set to address evolving financial markets.

 

 

 

 

 

About Burkholder Wealth Management

Based in Tulsa, Oklahoma, Burkholder Wealth Management provides personalized wealth planning and investment strategies designed to help individuals, business owners, executives, retirees, and family offices grow, protect, and transfer wealth. The firm offers services in investment management, retirement planning, estate planning, and tax planning. True to its foundations, BWM strives to employ rigorous analysis, transparent communication, and customized solutions that match each client’s goals, values, and financial situation. More about Burkholder Wealth Management.

 

About the CFA Institute Private Equity Certificate

The CFA Institute Private Equity Certificate is a professional credential focused on private markets. It covers private equity, private debt, fund performance, value creation, and related modeling skills. It is designed to help finance professionals build deep expertise in the due diligence, structuring, and management of private equity and private debt investments. More about the CFA Institute and Private Equity Designation

Disclosures:

*Burkholder Wealth Management is an independent advisory firm. Past performance is no guarantee of future results. Investing in private equity involves risks, including illiquidity, loss of principal, and long investment horizons. Please review all fund offering documents and carefully consider whether the investment is suitable given your circumstances. *