Brian Werdesheim is a Managing Director of Investments at Stifel Financial Corp., where they have been recognized as one of Forbes’ America’s Top Wealth Advisors multiple times from 2016 to 2025. With over 30 years of experience advising affluent families, they lead The Summa Group, consisting of dedicated and highly trained professionals focused on comprehensive wealth management. Previously, Werdesheim served as Managing Director at Oppenheimer & Co. Inc. from 1993 to 2025. They hold a BS in Business Administration from the University of Southern California.
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