Brian Summe: Senior Advisor Consultant

This includes not only investment expertise, but also acting as a partner to help advisors build and run their practice with the added resource of the award-winning OppenheimerFunds CEO Advisor Institute.^SM Brian offers actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.

Brian has been with OppenheimerFunds since 1998. Prior to joining OppenheimerFunds he worked as a municipal bond trader, a private wealth advisor for Merrill Lynch and regional director for Morgan Stanley Asset Management. Brian holds a B.A in Economics/Political Science from Louisiana State University.

Brian holds the CRPC^® Accreditation and holds Series 7 & 63 licenses. In his spare time, he enjoys water sports, college football and competitive swimming. He was a collegiate scholarship athlete, All-American, SEC Team Champion, and Olympic Swimming Trials participant. He is currently a U.S. Masters National Swim Champion. Brian is married and lives with his wife and six children in the Cincinnati, Ohio area.