The Summa Group

Brian Werdesheim, Managing Director - Investments, discusses how artificial intelligence, machine learning, and big data convergence creates disruption and opportunity in CSQ Magazine.

The proliferation and integration of artificial intelligence (AI), machine learning, and big data is being called the fourth iteration of the Industrial Revolution. As with any disruptive force of this magnitude and long-term impact, there will be many winners and losers; many investment careers will be shaped by how individuals choose to participate in this revolution.

2021 Best-In-State Wealth Advisors 
Brian Werdesheim and Jeffrey Werdesheim Managing Directors – Investments

2020 Forbes America’s Top Wealth Advisors
Oppenheimer & Co. Inc. is pleased to congratulate Brian Werdesheim and Jeffrey Werdesheim Managing Directors – Investments for being named to the 2020 list of America’s Top Wealth Advisors by Forbes | Shook

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced, and assets under management.

Brian Werdesheim, Managing Director - Investments, was named as a Best in State Wealth Advisor by Forbes | Shook. This year's Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.