Our Incredible Team
Jason Siperstein, CFA, CFP
Vice President, Wealth Management
"I believe everyone should pursue their dreams and follow their passion. At Eliot Rose, I develop financial plans and investment strategies so that clients can focus on what matters to them and be more of who they are.
After a number of years in the consulting and investment banking sector I returned home and joined my father’s firm. Six years later we still do not see eye-to-eye on every issue, but we both agree that you must have passion in order to succeed. I tend to be more right-brain dominant and as such I really enjoy the creative process of helping discover clients' needs and produce financial plans to accomplish our clients' goals."
Jason E. Siperstein began working in the financial services industry in 2009 at a boutique investment bank in New York City. Prior to that he was a consultant at legacy Watson Wyatt in New York City advising Fortune 500 companies in several areas of compensation including executive compensation, sales compensation, and broad-based compensation.
At Eliot Rose, he spends his time directing the Wealth Planning practice and deeply analyzing investment opportunities. Jason has been featured on NBC, Providence Business News, and various radio programs in Rhode Island.
Jason serves on the Investment Committee of the Jewish Alliance of Rhode Island and on the Investment Committee of the Jewish Seniors Agency. He serves as Governor of the Miriam Hospital. He is the Head of Emory Alumni of Rhode Island. Jason serves on the Board of Directors of the Financial Planning Association of Rhode Island and is a member of the Providence Society of Financial Analysts.
He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). Jason lives in Providence with his fiancé Dana and their dog Layla. Jason enjoys playing golf, ping-pong and trying new restaurants.