Jason Siperstein, CFP®, CFA, RMA®
President and Wealth Advisor
Jason has a knack for being able to translate his knowledge into simple, every day, actionable advice. The most rewarding part of Jason’s day is when he hears a client whisper to their spouse, “I feel better now.” That simple phrase is what keeps him going, and really captures what the Eliot Rose firm stands for.
Maybe we should change Jason's title to President of Calm and Reassurance.
Sports – frustrated tennis competitor, but lives for ping-pong (no, seriously).
Favorite Time Waster – Loves going down the YouTube rabbit hole. For hours on end.
Community Guy – Generous volunteer who helps several local boards with financial planning and advice. He loves teaching and mentoring new financial advisors in ways that get them excited. This stuff IS Jason’s passion and he loves giving back.
At Eliot Rose, Jason leads financial planning and investment management services for clients.
Experience and Credentials
- Over a decade of experience in wealth management
- Former consultant to multiple Fortune 500 businesses
- Holds the gold standard in both financial planning (Certified Financial Planner™, CFP®) and investment management (Chartered Financial Analyst, CFA)
- Has specialized training and expertise in retirement planning and holds the Retirement Management Advisor, RMA® designation
Community Involvement
- Member | Fee-Only Network
- Member | National Association of Personal Financial Advisors (NAPFA)
- Member | Financial Planning Association (FPA)
- Chairman | Financial Planning Association of Rhode Island
- Member | CFA Institute
- Treasurer | CFA Society Providence
- Member | State of Rhode Island Financial Empowerment Roundtable
- Trustee | The Miriam Hospital
Jason live in East Greenwich, RI with his wife, Dana, their daughter, Ariana, and dog, Layla.
Paul McDermott
Director of Retirement Education
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.
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.
Kris Sao Bento
Director of Client Services
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.
Gary Siperstein
Founder and Director of Investment Research
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.
Layla Siperstein
Chief Barking Officer
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.
Jason Siperstein, CFP®, CFA, RMA®
President and Wealth Advisor
Jason has a knack for being able to translate his knowledge into simple, every day, actionable advice. The most rewarding part of Jason’s day is when he hears a client whisper to their spouse, “I feel better now.” That simple phrase is what keeps him going, and really captures what the Eliot Rose firm stands for.
Maybe we should change Jason's title to President of Calm and Reassurance.
Sports – frustrated tennis competitor, but lives for ping-pong (no, seriously).
Favorite Time Waster – Loves going down the YouTube rabbit hole. For hours on end.
Community Guy – Generous volunteer who helps several local boards with financial planning and advice. He loves teaching and mentoring new financial advisors in ways that get them excited. This stuff IS Jason’s passion and he loves giving back.
At Eliot Rose, Jason leads financial planning and investment management services for clients.
Experience and Credentials
- Over a decade of experience in wealth management
- Former consultant to multiple Fortune 500 businesses
- Holds the gold standard in both financial planning (Certified Financial Planner™, CFP®) and investment management (Chartered Financial Analyst, CFA)
- Has specialized training and expertise in retirement planning and holds the Retirement Management Advisor, RMA® designation
Community Involvement
- Member | Fee-Only Network
- Member | National Association of Personal Financial Advisors (NAPFA)
- Member | Financial Planning Association (FPA)
- Chairman | Financial Planning Association of Rhode Island
- Member | CFA Institute
- Treasurer | CFA Society Providence
- Member | State of Rhode Island Financial Empowerment Roundtable
- Trustee | The Miriam Hospital
Jason live in East Greenwich, RI with his wife, Dana, their daughter, Ariana, and dog, Layla.
Paul McDermott
Director of Retirement Education
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.
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.
Kris Sao Bento
Director of Client Services
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.
Gary Siperstein
Founder and Director of Investment Research
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.
Layla Siperstein
Chief Barking Officer
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.
