Oppenheimer & Co. Inc.
Assets Under Management: $2.2 Billion
Brian Werdesheim is a founding member of the Summa Group of Oppenheimer & Co. Inc. where he serves on the team’s Investment Committee that oversees investment policy, research and due diligence. He heads the team’s coordination of fiduciary services which provides comprehensive wealth management services to the clients of leading accountants, attorney’s, business managers and family offices. Werdesheim 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 which is comprised of the firm’s top 40 financial advisors. Passionate and committed to improving the lives of at-risk youth, Werdesheim has dedicated much of his time and resources to educational, social and health related causes. He has also served on the Board of Governors of The Fulfillment fund since 2003.
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