Brian Werdesheim '18 C-Suite Advisor Since 2018
Managing Director, Investments | The Summa Group | Stifel
Biography:
Brian is a founding member of The Summa Group with more than 30 years of experience. He provides financial guidance to private business owners, founders, executives, athletes, and entertainment professionals and leads the team in delivering comprehensive wealth management to clients referred by leading accountants, attorneys, business managers, and family offices. Brian also manages the team’s most complex relationships.
Brian began his investment industry career in 1993 and joined Stifel in 2025. He frequently speaks at industry events and peer panels on client advocacy, best practices, and team leadership. Brian was recognized on the Forbes’ America’s Top Wealth Advisors and Forbes’ Best-in-State Wealth Advisors lists for 2025, and The Summa Group was named to Forbes’ Best-in-State Wealth Management Teams for 2025.
Beyond his professional work, Brian is deeply committed to supporting at-risk youth, with a particular focus on education. He has served on the Board of Governors for the Fulfillment Fund since 2003 and received its Luminary Award for 25 years of service at its annual Gala in May 2025. He is equally proud of his previous board and advisory board affiliations with The Summa Children’s Foundation, The Banyan Foundation, The Buckley School, and USC’s Greif Center for Entrepreneurial Studies.
Brian earned a Bachelor of Science in Business Administration from the University of Southern California. He also attended the University of California, Santa Barbara and Richmond College in London, England.
Brian and his wife, Janelle, live in Studio City and have two children. He dedicates his free time to a number of activities, including fly fishing, golf, and travel.
