Board of Trustees

With 19 years of experience in wealth management, Jason Giordano is a Financial Advisor with Infinex Investments and a Vice President at Ion Investments who specializes in helping retirees and pre-retirees pursue their financial goals. His high level of performance has earned him several industry recognitions. In 2016, he was recognized as one of the Bank Investment Consultant Top 100 Bank Advisors nationwide. In 2017, 2018, 2019, 2020 and 2021 Jason was chosen as a Five Star Wealth Manager. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.

Jason is also a member of the Chamber of Commerce Young Professionals, was formerly Chair of the United Way NWCT golf tournament and participated in Habitat for Humanity. He graduated from Sacred Heart University with a Bachelor of Science in Finance and holds his 7, 6, 63, 65 registrations as well as his Life and Health Insurance license.

Born in Torrington and a lifelong resident of Northwest Connecticut, Jason currently resides in Burlington with his wife Whitney and their two daughters Penelope and Harper. In his free time, he enjoys skiing, playing golf and spending time outdoors with his family.

« Back