Fee-Only Financial Advisor Rhode Island – Eliot Rose Wealth Management

Meet the Team

Worry Less. Retire More.​

Who We Are

Our Guiding
Principles

We’ll be your guides on a path that leads to financial confidence and peace of mind.

What Sets Us Apart

 

Our Team

Jason Siperstein, CFP®, CFA, RMA®

President and Wealth Advisor

Paul McDermott

Director of Retirement Education

Kris Sao Bento

Director of Client Services

Gary Siperstein

Founder and Director of Investment Research

 

Layla Siperstein

Chief Barking Officer

Let's schedule a meet & greet

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With a unique ability to simplify complex financial concepts into actionable advice, Jason finds his greatest fulfillment in the moments a client quietly tells their spouse, “I feel better now.” This affirmation of relief and understanding fuels his passion and embodies the core values of Eliot Rose.

Beyond the Office:

Sports – When he’s not crunching numbers, you’ll find Jason swapping his calculator for a paddle, honing his skills on the ping pong table, and venturing into the world of pickleball. And let’s not forget chess. That’s his favorite type of (mental) workout.

Curiosity Enthusiast – Jason’s YouTube watchlist spans from black holes to future life scenarios, making him the hit at any party—if it’s a science-themed one. Just don’t ask him to explain the relativity of time; though you might finally understand why a minute can feel like an hour.

Advocate – Jason generously contributes his expertise to local boards, offering financial planning advice and mentoring up-and-coming financial advisors, igniting their passion for the field.

At Eliot Rose, Jason leads financial planning and investment management services for clients.

Experience:

  • Over 15 years of dedicated experience in personal wealth management
  • Former consultant to multiple Fortune 500 businesses

Education & Credentials:

  • Emory University, Bachelor of Business Administration (BBA)
  • Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA)
  • Specialized training in retirement planning, including the Retirement Management Advisor (RMA®) designation

Community Involvement:

  • Member of the Fee-Only Network
  • Active participant in the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA)
  • Past President & Chairman of the Financial Planning Association (FPA) of Rhode Island
  • Member of the CFA Institute
  • Past Vice President & Treasurer of the CFA Society Providence
  • Member of the State of Rhode Island Financial Empowerment Roundtable
  • Trustee of The Miriam Hospital

Personal:
Jason resides in East Greenwich, RI, with his wife, Dana, their daughter, Ariana, and their dog, Layla.

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Paul’s never met a sport he didn’t like. He’s a fan, a coach, mentor. And he’s wise beyond his years (that’s what he tells us), loves a good anecdote, and has some wicked culinary skills.

A Complete Day – A trip to the beach, a crowded kitchen with good friends, some good music, and California wine.

Hideouts – Exploring beaches and trails around Rhode Island. Exploring beaches and trails around Rhode Island.

At Eliot Rose, Paul helps clients transition into retirement successfully.

Experience

  • Over 35 years of experience in wealth management at several financial institutions
  • Expert in technology and the client experience

Community Involvement

  • Past Coach, Board Member, Jamestown Soccer Association
  • Past Coach, Board Member, Jamestown Youth Baseball
  • Past Chair, Jamestown School Improvement Team
  • Religious Education Instructor, Saint Mark Church

Paul lives in Jamestown, RI with his wife, Maureen.

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Master juggler, orchestra conductor, car lover, our resident MacGyver. Rumor has it she might like shoes a little too much.

4 Things – Travel, wine, food, and dogs.

Fun Fact – Portuguese history buff!

At Eliot Rose, Kris is responsible for all client service related functions.

Experience 

  • Over 25 years of experience in client services
  • Expert in financial administration and solving complex logistical challenges
Community Involvement
  • Vice President, Wood Estates North Neighborhood Association
  • Member, Rhode Island Corvette Club
  • Kris lives in Coventry, RI with her husband, Terry, and son Christian.
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It all started with Gary. It was his vision, his dream. He led the way when the industry was just getting started. It’s not an exaggeration to call him a pioneer. We’re proud to live his legacy and passion and share it with you.

Mind games – chess, bridge, and reading gigantic Russian novels.

Getting outdoors – biking, walking, novice golfer.

Happiest when – playing with grandchildren!

At Eliot Rose, Gary manages legacy client portfolios. He founded the firm in 2002, which was named after his two children

Experience and Credentials

  • Over 40 years of experience in investment management
  • Former Managing Director of boutique investment firm
  • Former Certified Public Accountant, CPA

Community Involvement

  • 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

Gary spends half the year in Rhode Island and the other half in Florida with his wife, Mynde.

 

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The real boss. Enough said.

Favorite TV Channel – Animal Planet (duh!)

Sports – Not a big Cardinals fan, she just barks at them.

Favorite Eating Place – The Dog Bowl (open 24 hours!).

Education

  • Proud graduate of Barking Lots.

Experience

  • 4+ years of mailman alerting.
  • Expert snuggler and chaser of squirrels.