Gary Siperstein

Chief Executive Officer at

Eliot Rose Wealth Management LLC

Finance

Consumer Services

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	31/05/2002

All active positions of Gary Siperstein

Former positions of Gary Siperstein

Companies	Position	End
Barrett & Co., Inc. Barrett & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services	Chief Executive Officer	30/12/2001

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Training of Gary Siperstein

Experiences
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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