Partner

• Jun 2021 - Present

Mergers & Acquisitions | Private Capital | Strategic Advisory Vesticor Advisors is a boutique M&A Advisory Firm | Investment Bank serving private and family owned companies. We are recognized nationally, as a top M&A Advisor firm, offering a full spectrum of services and options. Our focus is to address the specific needs of entrepreneurs, founders and shareholders of private companies with specialized services that include M&A advisory, strategic advisory and capital advisory solutions. We’re passionate about small businesses. The Vesticor team brings a differentiated perspective to client engagements through our experiences as company founders, operators, investors and advisors. If you are a business owner or financial services provider with business owner clients and you wish to hear about succession planning options, exiting a business or you just wish to have a second opinion on an offer made by someone interested in buying your business, we will make our resources available. Brian C Summe is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC. Show less

Founder | CEO

• Jun 2019 - Present

As an Independent Wholesaling/Placement Agency, we partner with asset management & private investment firms and assist them with sourcing & raising investment capital and procuring new business. We work directly with Family/Multi-Family Offices, Registered Investment Advisors, Broker-Dealers, Banks, Trust Companies & other Institutional marketplaces, acting as the intermediary for our investment partners. As an Independent Wholesaling/Placement Agency, we partner with asset management & private investment firms and assist them with sourcing & raising investment capital and procuring new business. We work directly with Family/Multi-Family Offices, Registered Investment Advisors, Broker-Dealers, Banks, Trust Companies & other Institutional marketplaces, acting as the intermediary for our investment partners.

Midwest Director of Distribution, Senior Consultant, Vice President

• Jan 1998 - Jun 2019

In this capacity, I managed and led a team that was responsible for all distribution of Oppenheimerfunds/OFI Global investment strategies. We successfully sourced/raised new investment capital, from Broker Dealers, Registered Investment Advisors, Family / Multi Family Offices, Banks-Trusts and other Institutional marketplaces. As well, my team was charged with partnering with clients, to understand their needs and to counsel them on Business Development, Practice Management and Oppenheimerfunds solutions. Show less

Vice President / Morgan Stanley Asset Management

• May 1993 - Dec 1997

Morgan Stanley Asset Management Morgan Stanley Asset Management

Associate Vice President

• Oct 1991 - May 1993