Brian Summe's Location

Fort Lauderdale, FL, US

Brian Summe's Work

Brian Summe's Education

  • The Wharton School

    2018
  • College for Financial Planning

    CRPC

    2008 - 2008

Brian Summe's Skills

  • Mutual Funds
  • Asset Managment
  • Bonds
  • Wealth Management
  • Finance
  • Securities
  • Retirement Planning
  • Insurance
  • Retirement
  • Separately Managed Accounts

Brian Summe's Summary

Brian Summe, based in Fort Lauderdale, FL, US, is currently a Partner at Vesticor Advisors, bringing experience from previous roles at Summe Capital LLC, OppenheimerFunds, Morgan Stanley and Merrill Lynch. Brian Summe holds a The Wharton School. With a robust skill set that includes Mutual Funds, Asset Managment, Bonds, Wealth Management, Finance and more, Brian Summe contributes valuable insights to the industry. Brian Summe has 4 emails and 1 mobile phone number on RocketReach.
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