Profile
Gary Steven Siperstein is the founder.
He founded Eliot Rose Wealth Management LLC in 2002 and currently holds the title of Director of Investment Research.
Prior to founding Eliot Rose Wealth Management LLC, Mr. Siperstein worked at Barrett & Co., Inc. as a Managing Director from 1982 to 2002.
Mr. Siperstein obtained his undergraduate degree from Boston University.
Gary Siperstein active positions
| Companies | Position | Start |
|---|---|---|
Eliot Rose Wealth Management LLC
Eliot Rose Wealth Management LLC Investment ManagersFinance Eliot Rose aims to optimize the risk-return relationship appropriate to investor's needs and goals. The firm seeks to diversify globally through a variety of asset classes. Mutual funds, exchange traded funds, or managed portfolios are employed to implement the portfolio, and the chosen asset classes are periodically rebalanced to maintain a more consistent risk/reward profile. | Chief Executive Officer | 01/06/2002 |
Former positions of Gary Siperstein
| Companies | Position | End |
|---|---|---|
Barrett & Co., Inc.
Barrett & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Chief Executive Officer | 31/12/2001 |
Training of Gary Siperstein
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Eliot Rose Wealth Management LLC
Eliot Rose Wealth Management LLC Investment ManagersFinance Eliot Rose aims to optimize the risk-return relationship appropriate to investor's needs and goals. The firm seeks to diversify globally through a variety of asset classes. Mutual funds, exchange traded funds, or managed portfolios are employed to implement the portfolio, and the chosen asset classes are periodically rebalanced to maintain a more consistent risk/reward profile. | Finance |
Boston University
Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Barrett & Co., Inc.
Barrett & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
- Stock Market
- Insiders
- Gary Siperstein
















