Brian Werdesheim
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.
Brian Werdesheim Professional Experience / Academic History
Professional Experience
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Managing Director of Investments, Financial Advisor
Academic History
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Bachelor of Science, Business Administration
- Brian is a frequent speaker and lecturer on topics ranging from team building, client advocacy and values.
- He is a longtime Oppenheimer Asset Management Roundtable participant and speaker and Chairman’s Council Member.
- He co-founded The Summa Children's Foundation, an organization that allocates millions of dollars to deserving, lesser-known non-profits committed to improving the lives of some of the most at-risk youth.
Awards and Recognitions
- Forbes America's Top Wealth Advisors, 2020
- Forbes Best-in-State Wealth Advisors, 2020
- Barron's Top 1,200 Financial Advisors
- Oppenheimer Asset Management Roundtable
- Oppenheimer Chairman's Council
Community Involvement