Mr. Burkhart has a 30 plus year history of investing in and advising asset and wealth management firms globally. He is the CEO of Rosemont Investment Group, LLC, which was launched in partnership with the Markel Corporation (NYSE – MKL) in June 2018 to provide permanent capital solutions to asset and wealth management firms. Mr. Burkhart founded Rosemont Investment Partners, LLC in 2000, a pioneering private equity investment firm that made 30 minority investments in asset and wealth managers from 2000-2018. Prior to May 2000, he was the President of Investment Counseling, Inc., the asset management business consultant and industry strategy firm he founded in 1989. Mr. Burkhart launched Investment Counseling, Inc. as a research boutique by introducing business, financial and compensation analyses to the investment management industry. In 1990, he created Measuring Operating Efficiency, one of the earliest studies of money management businesses, and the forerunner to Competitive Challenges. Over the past 30 plus years he has worked on hundreds of advisory assignments on compensation, business strategy, valuation, partnering and best practices in the asset management industry. Prior to establishing Investment Counseling, Inc., he was a principal with the executive search firm of Lee Calhoon & Co., specializing in the field of pensions and investments. Mr. Burkhart is a frequent speaker on trends and challenges in the investment management business. He holds a BA in English from Boston College.
Rosemont Investment Group, LLC