Getting to Know Christopher J. Annello
Ah, there’s not much better than the smell of fresh data in the morning. Given our roles, we admittedly get a charge out of crunching numbers and crafting portfolios. Still, all the numbers in the world are unlikely to matter to your financial life planning if the most important ingredient is missing: our ability to connect to each other as people. This summer, we’re going to share with you our credentials as well as our quirks in “Getting to Know Us,” a series of SAGE team profiles.
The Professional Stats
- SAGE Role: Associate Advisor, aka, “Jack-of-all SAGE.” Helping us build and sustain robust client relationships, Chris joined SAGE in 2011 to provide an array of financial planning and money management support services.
- Street Cred: Prior to joining SAGE, Chris managed the daily operations of multiple branches of Enterprise Rent-A-Car and also was a customer service representative at Farmington Bank, a position from which many locals still remember Chris and ask after him.
- Degrees and Such: Bachelor’s degree in business administration from Bryant University. Certificate in Financial Planning from the Program for Financial Planning at Boston University; preparing to sit for his CFP® Certification Exam.
- Community Connections: Member of the National Association of Personal Financial Advisors (NAPFA); active in NAPFA’s Genesis networking group for supporting professional growth and development among next-generation financial advisors.
Most daunting challenge to being a newlywed (married college sweetheart Lindsay in 2012)
Setting up our household and especially learning how to cook has been both fun and challenging. Before we got married, our relationship was mostly long-distance while we each finished up our schooling. One day we went to bake cookies. We had the dough all ready, and we realized we didn’t own a cookie sheet. We had to run out and get one, fast.
Pets or kids?
Yes, please. We’ll probably start with a golden retriever but we look forward to raising a family, too. Our parents have been great role models, giving themselves to us in a million different ways when we were growing up. Seeing their example, I always thought I would like to do something like that too. Something that produces positive outcome for others, both in my career and in caring for my own family. I find a comforting feeling that comes from family.
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.
Most likely dinnertime conversation
Often something to do with finance or golf. Lindsay’s got a degree in accounting, with plans to sit for her CPA next year. I’m continuing my education as a financial planner. If it’s not finance, it’s usually golf. I started teaching Lindsay how to play golf last year. I’m definitely “that guy” who walks around the house taking practice swings … only with invisible clubs, of course.
The way to his heart
That would be my mom’s chicken cutlets. I could eat them all day.