Gary Siperstein - Founder, and Portfolio Manager - Eliot•Rose Wealth Management

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Gary Siperstein

Founder, and Portfolio Manager

Experience

  • Over 35 years of experience in investment management
  • Founder of Eliot Rose Wealth Management
  • Former Managing Director of boutique investment firm
  • Manages client portfolios and advises clients on strategies to reach their goals

Education

  • Bachelor of Science in Accounting and Finance, Boston University 

Professional Involvement/Credentials

  • Former Certified Public Accountant, CPA
  • Past Board Member, The Wheeler School
  • Past Board Member, Temple Torat Yisrael
  • Past Board Member, The Jewish Federation
  • Past Board Member, The Jewish Seniors Agency

Fun Facts

  • Favorite "Sport":
    • Chess
  • Last Book Read:
    • Less, Andrea Sean Greer
  • Excited About:
    • Being a new grandfather

Gary lives in Warwick, RI, and Palm Beach Gardens, FL with his wife, Mynde. Gary has two children and a newly born granddaughter.