Brian Werdesheim, Managing Director of Investments and Financial Advisor of The Summa Group at Oppenheimer, oversees the team’s coordination of fiduciary services which provides comprehensive wealth management services. He also serves on the team’s Investment Committee that manages investment policy, research and due diligence. His team delivers a variety of services across all areas of the financial markets, including equity, fixed income, commodities and currencies around the globe. With over 27 years of experience in the industry, Forbes, Barron’s, Research Magazine, and Los Angeles Magazine have recognized Brian and his team in their annual top advisor rankings for the quality and success of the practice, client retention, and business growth. Brian is passionate and committed to improving the lives of at-risk youth. He dedicated much of his time and resources to educational, social and health related issues.
Awards and Recognitions