ttp://" dir="ltr" lang="en-US"> Private Equity Certification – Our Organization
Private Equity CertificationCall Our Team: (305) 503-9050 ​|

Our Organization

Invesment Banking GroupWe operate has 15,550 current members, and more than 15,000 professionals have paid to join our training and certificate programs. Millions of industry professionals have interacted with our brand through our bestselling books, popular YouTube channels, live conferences, and the speeches we have given in more than 15 different countries at 50+ live conferences.

Mission: Our mission is to offer the most practical, challenging, and globally valued certification program for private equity professionals.

Core Values: Our core values include Innovation, Providing Value First, Kaizen (constant improvement), Speed of Implementation, and Focus.

Phone: (305) 503-9050
Fax: : (480) 772-4041
Office Hours:
Monday- Friday
9:00AM – 5:00PM EST

328 Crandon Blvd. Ste. #223
Key Biscayne, Florida 33149

Tour our office in Key Biscayne, Florida. Many people have asked if they can stop by and say “hello” at our offices. If you would like to come meet our core team, please reach out to us and we can schedule a tour for you sometime soon.

Global Team MapRichard Wilson, President


Richard Wilson is the founder and President of the Investment Bankers Group, a 15,500+ member group.

Due to the realization that most professionals receive very little if any practical training from their employer or school within their specific area of work Richard helped create the Investment Bankers Group. The mission of the Investment Bankers Group is to provide practical online training and certification programs for niche professions and industries so that teams or individual professionals may learn only what is relevant and practical instead of traditional and generic.

Richard is a frequent speaker at conferences and he presents within his own full day training workshops every year within cities such as New York, Singapore, London, Brussels, San Francisco, Moscow, Chicago, Tokyo, Boca Raton, and Hong Kong. Richard is the author of six books and he has written and published over 5,000 articles that have been read by over 20,000,000 professionals in the business and finance industries. Richard has a Bachelor’s of Business Administration from Oregon State University, an M.B.A. in Marketing from the University of Portland, and he has completed master’s level research and coursework on the psychology of influence at Harvard University within their ALM department.

Theodore O’Brien, Private Equity & Finance Advisor

Theo-ObrienTheo’s background is in private equity and hedge fund market research, and he is a frequently published writer on these subjects. Theo runs one of the most popular websites within the private equity industry and is often referred to as a thought leader within the industry.

Theo’s experience and knowledge is being applied to our blog, forum, financial analysis certification, and financial modeling certification programs. He has also been a key team member in helping publish several of our books and e-books on finance, private equity, and hedge funds.

Adriana Albuquerque, Director of Candidate Services


Adriana Albuquerque handles participant inquiries and research projects. Adriana also helps the Investment Bankers Group coordinate our global networking events and speaking engagements. She has experience in working for a translation firm, market research, and online education delivery systems.

With her multi-lingual abilities and global business experience Adriana helps with international client services, and making sure our client experience is always being improved. Some of the video content for this international finance programs were recorded with Adrian’s help in locations such as Sao Paulo, Tokyo, Hong Kong, and Mexico.

Charlie Wilson, Technical Program Producer

Charlie Wilson is the Investment Bankers Group’s technical advisor on video and audio programs supplied within all of our training and certification programs. Charlie helps produce videos, membership-based websites, recorded phone interviews, and overall training packages. Charlie’s background is in conducting market research and multimedia product design, and today he helps us manage our library of over 1,500 video recordings and 300+ audio expert interviews.

Douglas Scott, Director

Cropped-BW-111x150Douglas Scott serves as Director at the Investment Bankers Group and Wilson Holding Company. Doug will most likely be your first point of contact at the Investment Bankers Group, where he works hard to constantly improve the participant experience, maintain our high quality standards, and has been involved in the rapid expansion of our Training division.


Rafael Tassini, Resource Research & Construction

Rafael Headshot OptionRafael Tassini was added to our team to help us consistently produce new resources, alumni benefits, and downloadable multimedia from our website. Rafael is an expert in resource research and construction and many of the tools you use within our programs were built with his help. Rafael’s works for us full time from our Sao Paulo, Brazil office and he is currently helping our team develop our international program offerings.


Note: This is a practical industry training and certification program that you can take at your own pace, and once you join you get lifetime access to the resources provided. This is not training on how to become a licensed broker-dealer.