Ross Sinclaire & Associates
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Kip Weese
Phone(508) 423 - 2269
Job TitleDirector, Advisory Sales & Marketing
DivisionAsset Management
BiographyMr. Weese joined Ross Sinclaire Asset Management (RSAM), a division of Ross, Sinclaire & Associates, LLC, in 2013 as Director of Advisory Sales & Marketing based in Boston, MA. He has over 20 years of managed account experience working for the institutional businesses of Fidelity Investments, NATIXIS Asset Management, and Alliance Bernstein where he performed as a leading sales and relationship executive. Mr. Weese then acted as Senior Consultant at ENVESTNET partnering with the Management teams of leading Independent, Registered Investment Advisory and Broker Dealer firms developing innovative solutions for their managed asset programs. He holds the FINRA designation of a FINRA General Securities Representative (Series 7), and he has passed the NASAA Uniform Securities Agent State Law (Series 63) & the Uniform Combined State Law (Series 66) Examinations. Mr. Weese serves as an active Board Member in his community and lives with his wife and three children on the north shore of Boston.