ST. LOUIS, June 18, 2025 – Stifel Financial Corp. (NYSE: SF) is pleased to announce that The Summa Group, one of the nation’s leading wealth advisory teams, has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated in a new Private Client Group office in Sherman Oaks, California. The Summa Group joins Stifel from Oppenheimer & Co. Inc., where they were responsible for approximately $2.1 billion in client assets.
The Summa Group is led by Brian Werdesheim, Jeff Werdesheim, Robert Dalie, and Gary Chiate, each a Managing Director/Investments. They are supported by a deep and experienced bench, including Stan Yang, Portfolio Analytics Director; Savannah Pincus, Financial Advisor Associate; Qiuxue “Valerie” Yang, Financial Advisor Associate; David Allen, Financial Advisor Associate; Daniela Greene, Senior Client Service Associate; Engrid Mirzaie, Senior Client Service Associate; and Lidiane Santos, Senior Client Service Associate.
“In Stifel, we’ve found a partner that aligns perfectly with the principles that have guided our practice for over two decades,” said The Summa Group in a joint statement. “As we evaluated our options, Stifel’s commitment to advisor autonomy, depth of resources, and client-first culture made the decision clear. We’re particularly excited about leveraging the firm’s advanced technology, robust planning tools, and broad lending and investment banking capabilities to deliver even greater value to our clients – particularly entrepreneurs, business owners, and multigenerational families with complex needs.”
“We are proud to welcome The Summa Group to Stifel,” said Anthony Russo, Branch Manager. “This is a team that exemplifies excellence in wealth management, with a long-standing reputation for integrity, insight, and an unwavering focus on their clients’ success. Stifel’s entrepreneurial environment and full-service platform will provide The Summa Group with the resources and flexibility they need to continue growing their business and delivering exceptional service.”
The addition of The Summa Group reflects Stifel’s continued commitment to attracting top-tier advisory talent and expanding its presence in key markets.
