Jason Borek

Chief Growth Officer at The Pinnacle Group

Speaker

Jason Borek joined The Pinnacle Group in 2008 as the Vice President of Independent Sales. Jason was promoted to Senior Vice President of Distribution in 2010, then promoted to Chief Distribution Officer in 2013, and finally given his current title, Chief Growth Officer, in 2022. In this role, Jason is responsible for developing new distribution channels and strategic partnerships, as well as cultivating broker dealer and RIA development. Through his expertise in driving revenue to advisors’ practices, Jason has successfully led The Pinnacle Group into the broker dealer and RIA spaces, and continues to do so now. Jason persists in generating significant relationships, revenue, and growth for Pinnacle’s future.

Prior to joining The Pinnacle Group, Jason had a successful career at NY Life as a Financial Sales Representative. He received the Rookie of the Year award in 2006 and was then recognized as the New Agent of the Year in 2007. In 2000, Jason joined Diversified Consultants Incorporated as the Vice President of Operations. During his five year tenure, he helped the company grow from 22 employees to the 800 employee company it is today.

Jason resides in Virginia with his wife Erika and their daughter, Reagan, while their daughter, Kimmy, and son, Nolan, both attend Liberty University in Lynchburg, VA.

Jason is also extremely involved with his local ministry as a part of Halesford Baptist Church's leadership team. He also works with inmates in Franklin County Jail with the Bridging Gap Program. Jason and Erika also sponsor three Ethiopian children - Sesay, Kidist and Yabsera - through Elpis International.