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<img itemprop='image' style='width: .75em' src='/wp-content/uploads/2018/05/rightArrow.png' alt=''> Our Team

Our Team

We are experienced professionals working as one team on behalf of our clients -- across offices in Farmington, CT, Morristown, NJ, and Burlington, MA, and virtually across the country. Our interests, community and personal experiences contribute in great part to the whole that is SAGEbroadview.

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LARRY ANNELLO, CPA/PFS, CFP®

Founding Partner & Wealth Manager
SHERI IANNETTA CUPO, CFP®

Founding Partner & Wealth Manager
J. DAVID PRINCIPE, CFP®

Partner & Wealth Manager
CHRISTOPHER J. ANNELLO, CFP®

Partner & Wealth Manager
KARINA SALÉS LINEHAN

Operations & Client Service Associate
DANNY LESTER

Associate Adviser
LYNN IANNETTA BAKER

Office Manager

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