Brian Werdesheim - Investment Mgmt - Asset Mgmt, Financial Planning, Corp. Exec. Services

Profession	Investment Mgmt

Specialty	Asset Mgmt, Financial Planning, Corp. Exec. Services

Group	ENC1

Business Name	Oppenheimer & Company, Inc.

Title	Managing Director-Investments

Address	10880 Wilshire Blvd Suite 2400 Los Angeles, CA 90024-4108

Work Phone	(310)446-7133

Fax	(310)446-7406

Web Site	www.opco.com/summagroup

Member Since	8/2010

Brian is a founding member of The Summa Group, a nationally ranked and recognized wealth management team at Oppenheimer & Co. As Managing Director, member of the firm's Chairman's Council and annual Asset Management Roundtable participant since 1995, he has spent the past 17 years with Oppenheimer & Co. as a financial consultant advising affluent individuals and families from around the world including owners and executives of private and public companies, family estates, charitable entities and the top tax and legal professionals who serve the business, athletic and entertainment community.

Brian earned his CIMA (Certified Investment Management Analyst) designation from the Wharton School in Pennsylvania in 1997 demonstrating his knowledge and expertise in the areas of asset allocation, manager due diligence, risk & performance measurement, ethics and regulatory guidelines.

Brian and his team sit at the advisory table with their client's tax and legal experts in order to provide highly customized solutions for their estate and asset management objectives. At the core of The Summa Group's expertise is a time tested and proprietary due diligence capability that identifies, screens and selects top decile money management capabilities including traditional and non-traditional strategies covering the equity, fixed income, currency, commodity and private equity markets.

With over $1 Billion in client assets under management, Brian and his group serve approximately 125 family relationships and the top tax and legal professionals in Southern California.

Specialties:
Asset Management Consulting Investment Policy Manager Due Diligence & Selection Asset Allocation Risk & Performance measurement Financial Planning Estate & Succession Planning Philanthropy & Family Foundation guidance

Financial Planning - Asking the right qualitative and quantitative questions during the planning phase allows us to create a highly customized financial plan that ultimately determines each client's asset allocation strategy.

Education Planning -As a parent you should consider several issues before deciding how to finance your children's education expenses. The Summa Group can work with you to help determine which option will best meet your needs.

Asset Management - The Summa Group has earned a reputation for creativity, innovation and superior investment management. At The Summa Group our clients have access to a team of specialists whose expertise spans many disciplines � from hedge funds to mutual funds, from domestic investments to offshore opportunities. We integrate traditional and non-traditional portfolios into a unified solution while offering ready access to managers we believe to be among the best in the investment management universe.

Trust Services - The Oppenheimer Trust Company offers a full range of trust services and products to help you protect your assets.

Corporate Executive Services -The Summa Group provides corporate executives and small businesses with customized solutions to meet their sophisticated financial and investment needs. We offer a full range of investment and corporate executive services.

Philanthropic Planning - We work closely with our clients to design and implement a "giving" strategy consistent with their short, medium and long term objectives.

Our client is a person or family entity dedicated to bringing accountability, oversight and prudence to their financial lives to ensure the continuity of their financial well being while they pursue their dreams and live their lives.

Our clients are affluent individuals and families from around the world including owners and executives of private and public companies, family estates, charitable entities and the top tax and legal professionals who serve the business, athletic and entertainment community.

Having sat at the advisory table with the top tax and legal professionals for our entire careers, these professionals too represent our most important client relationships.

The Summa Group does not enforce a hard minimum level of assets to initiate a relationship. We look at the relationship in the context of a much bigger picture that takes into consideration the referral source and future growth prospects of the relationship.

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Social Clubs	El Caballero Country Club - Tarzana, CA.


Charities	www.fulfillmentfund.org www.summakids.org


College Degrees	BS Bus Admin. - University of Southern California-1987


Organizations	IMCA - Investment Management Consultants Association

Los Angeles - Investment Mgmt

Specialties: Asset Mgmt, Financial Planning, Corp. Exec. Services