Jeffrey Werdesheim

Jeffrey Werdesheim

Formal First Name

Jeffrey Werdesheim, CIMA®, Managing Director of Investments and Financial Advisor of The Summa Group at Oppenheimer, aligns each clients' unique goals, values, and needs with holistic planning and design of investment and insurance strategies. Additionally, he oversees the asset management services for various clients, while working closely with some of the top tax and legal professionals. Prior to joining Oppenheimer in 1992, he began his career at Lehman Brothers as a Financial Advisor. Jeff is recognized as a top advisor in the industry, and has been an Oppenheimer Asset Management Inc.’s Roundtable member for the past 20 years and is a member of the firm’s Chairman’s Council which recognizes the top 25 advisors nationwide. In addition to his financial career, Jeffrey cares deeply about serving others. He co-founded The Summa Children’s Foundation.

Professional Experience

Academic History

  • Awards and Recognitions
  • Forbes America's Top Wealth Advisors
  • Forbes Best-in-State Wealth Advisors
  • Oppenheimer's Chairman's Council
  • Oppenheimer Asset Management Inc.'s Roundtable

Community Involvement

  • Co-Founder, The Summa Group Children's Foundation