Jason joined MountainOne Investments in 2007 as an Investment Advisor. He earned his bachelor’s degree in Business Administration from MCLA and his MBA from Quinnipiac University. He holds the FINRA Series 7 and 66 securities registrations as an Investment Advisor Representative of Commonwealth Financial Network® and is a MA and NY licensed insurance agent for life, health, and annuities. He enjoys working closely with clients to establish a clear path to a successful financial future, helping them to achieve their financial goals and objectives. An active member of the local community, he is the current vice-chair of the MCLA Foundation, President of the SteepleCats, a member on the Regional Advisory Board for Southwestern Vermont Health Care, and former President of the Williamstown Chamber of Commerce, Northern Berkshire United Way, and Fund for Williamstown. Jason lives in Williamstown with his wife, Danielle, and two daughters, Iris and Sloane. He is an avid golfer and fitness enthusiast, and enjoys spending time with his family in his free time.
SCHEDULED MAINTENANCE: Online & Mobile Banking will be unavailable on Sunday, September 24, between 12:00am–6:00am due to routine system maintenance. Should you need access to your accounts, please arrange to submit transactions before or after this scheduled maintenance, visit your local MountainOne branch or call our Customer Care Team during normal business hours at 855.444.6861.
All MountainOne offices will close early on Tuesday, September 19 at 1:00 pm, so our Mountaineers can attend our annual ‘All Mountaineer’ companywide event. Normal business hours will resume on September 20. As always, online and mobile banking services are available 24 hours a day, seven days a week. Click the button for more information.