Boca Raton, FL
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTSbrian.email@example.com
Brian C. Kutsmeda
Managing Director - Investments
In a distinguished career of over 30 years, Brian has built a record of accomplishment at several leading firms in the financial services industry. First as a Financial Professional, and for the past 25 years as a branch and area manager, he has always put clients and those he has led first.
Brian is a driven professional, committed to ethical and effective business practices. He combines comprehensive financial and personal skills with his positive attitude, which enables him to work with clients of all types at a high level.
His abilities to help Financial Professionals grow their business is aided by strong presentation and analytical skills and his strength in connecting personally. Brian has a talent for persuading senior leadership and Financial Professionals alike to work with him to help address goals.
He has a track record of collaboration and leadership, to overcome geographic constraints, improve client and Financial Professionals attitudes, and is reliably deft with time limitations. As a coach and leader, he helps Financial Professionals develop their innate talents, assists them in improving their skills, and encourages them to gain additional certifications without losing focus on their business. He is simultaneously a leader and a team player.
Brian earned his Bachelor's degree in economics from Bloomsburg University, and he holds FINRA registrations for the General Sales Supervisor Examination (Series 8), the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65), and the National Commodity Futures Examination (Series 3). He is also licensed as an agent for Life and Health Insurance in the state of Florida.
Brian is actively involved in his community through Boy Scouts of America, Garden's Athletics and Jupiter First Church. He coaches youth sports, fishes, skis, plays tennis and golf. He also enjoys music and theatre.
About the Branch
Oppenheimer’s Boca Raton branch has been serving domestic and international private clients and institutions in the community for over two decades. Our Financial Advisors provide guidance on a variety of financial services including asset management, retirement planning, and cash management, financial planning, and equity research.
Oppenheimer is a full-service wealth management firm that offers a level of curated insight and personalized service the envy of other investment firms. We are proud to have a team of experienced professionals two of whom have been named to Barron’s “Top Financial Advisors” list and OnWallStreet’s “Top 40 Advisors Under 40” list. Visit our branch and discover how we can help you achieve your financial goals.
Our Story in Numbers
Billion Client Assets under Administration
Branch Offices across the United States
Customer Asset Protection
Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.Read More Customer Asset Protection
Products & Services
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.