Gary Siperstein - Founder and Chairman - Eliot•Rose Wealth Management

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Our Team

Gary Siperstein

Founder and Chairman

"I named the firm after my children, Jason Eliot and Carly Rose, to remind us that what we do not only affects the lives of our clients, but their families as well." 


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

Community 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:
    • The Empathy Exams, by Leslie Jamison
  • 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 two granddaughters.