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Partner & Wealth Manager
As a wealth manager who also oversees our Burlington, Massachusetts office, Chris is responsible for managing client relationships and advising on wealth management issues. His entrepreneurial spirit keeps the office hopping with fresh ideas, including developing our Young Professionals Program, which provides ongoing, personalized financial planning and portfolio management advice to help motivated professionals make well-informed decisions in the early stages of their career.
Chris joined SAGEbroadview as an associate adviser in 2011 and achieved his CFP® credentials in 2014. In 2016, he became a wealth manager and broadened our ability to serve clients throughout the northeast by opening our Burlington, Massachusetts office. In 2019, Chris started the firm’s Young Professionals program, providing younger individuals with lifelong financial planning and portfolio management. He is also an integral part of SAGEbroadview’s Investment Committee.
Chris holds a bachelor’s degree in business administration from Bryant University. He is a member of the National Association of Personal Financial Advisors (NAPFA) and is active in NAPFA’s Genesis networking group for supporting professional growth and development among next- generation NAPFA advisors. He is also a member of the XY Planning Network (XYPN), the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y.
Chris is a family man at heart. He and his wife Lindsay welcomed their daughter Avery Grace to the world in 2016, and son Landon in 2019; things have never been the same since.
As a native of Connecticut, which is it: Mets or Yankees?
Yankees, for sure! My father is a Yankees fan. His father was too. It’s one of those generational things. It’s in our blood.
How’s parenthood working for you so far?
Since Avery Grace and Landon were born, Lindsay and I have experienced more love than we ever thought possible. Our parents were great role models, giving themselves to us in a million different ways when we were growing up. Seeing their example has helped us as we strive to be good parents ourselves. Thankfully, our kids makes it easy. It’s fascinating to watch their personalities emerge. They love to be outside, running and exploring in the woods behind the house. Both Avery and Landon love to read, especially stories about animals. Their curiosity knows no bounds.
How’s “Grampy” (Larry Annello) holding up?
Avery, as the first-born grandchild, is definitely the boss of him. She’ll take my dad’s hand and tell him it’s time to go outside. They’ll go for long walks, and play together. With the birth of our son Landon in 2019, and with my brother’s family now including their son, James, and daughter Kiera, Grampy has quadruple joy.
