Joseph Manfredi is Chief Operating Officer of Baltimore-Washington Financial Advisors. In addition to day-to-day firm leadership, Joe assists the firm’s clients through coordination of all BWFA capabilities. He serves on the firm’s Executive Committee and Investment Management Committee. Joe has… Read More
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Meghan Manas, CEPS
Meghan is a BWFA Executive Manager and Certified Elder Planning Specialist (CEPS). Serving as the firm’s Director of Client Services, she supervises all aspects of the client experience including those which impact new client relationships. Additionally, Meghan oversees client education… Read More
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Joseph A. Caputo, CFP®, CEPS
Joseph Caputo joined BWFA in September of 2012 as the firm’s Chief Information Officer and Sr. Relationship Manager. He has obtained over 15 years of financial and investment management-related experience. Prior to joining the firm, he worked for notable local,… Read More
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Chris Kelly, CPA, CFP®, M.Accy
Chris is a Financial Advisor and Senior Relationship Manager whose expertise includes comprehensive financial planning and investment portfolio management and strategy. He is a member of the firm’s Executive Management Committee, as well as the Investment Management Committee. Chris is… Read More
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Rob Carpenter
Robert Carpenter is President and Chief Executive Officer of Baltimore-Washington Financial Advisors (BWFA), one of the largest and most respected registered investment advisory firms in the Baltimore–Washington region, with a growing national presence. Rob has played a pivotal role in… Read More