Jeffrey Werdesheim (Biography)

Jeffrey began his career in 1988 with Shearson Lehman Brothers and joined Oppenheimer & Co. Inc. in 1992. Jeffrey is a Managing Director within the Private Client Group at Oppenheimer & Co. Inc. He completed the Certified Investment Management Analyst Program at the Wharton School in Pennsylvania and received his Certified Investment Management Analyst (CIMA) Designation in May of 1998. Jeffrey has been an Oppenheimer & Co. Inc. Asset Management Roundtable member for the past 10 years. Today, Jeffrey is a member of the Chairman's Council, which recognizes the top 25 advisors nationwide.

Jeffrey serves as the group’s CEO for the Corporate Executive Services Group. His extensive experience in the areas of restricted and controlled stock issues, stock option exercise programs and hedging-monetization strategies is designed to provide the individuals we advise with liquidity and downside risk protection. He also works extensively with private business owners, divorcee’s and widows in helping them map out investment strategies to help them accomplish their goals.

In addition to heading the Corporate Executive Services Group, Jeffrey oversees the 4 person administrative staff of the Summa Group. He heads the monthly staff meetings to ensure all policies and procedures are being implemented in order for all Summa clients to receive the highest level of service possible.

Jeffrey graduated from San Diego State University in 1985 with a Bachelor of Science degree in Business Administration with an emphasis in Accounting. Jeff and his wife Kimberly live in Agoura Hills with their four children, Nicole, Sydney, Macy and Lexy. He enjoys golf, mountain biking and coaching competitive girls softball.