Max Pflugrad Associate Financial Analyst Max Pflugrad started with BWFA as an intern during the summer of 2021. He graduated from Towson University with a B.S. in Business, and is currently pursuing his CIMA certification. He is excited about his new role as an Associate Financial Analyst in which he will be supporting the Investment […]
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Joseph A. Caputo, CFP®
Joseph A. Caputo, CFP® Senior Relationship Manager, Chief Information Officer & Executive Manager 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, regional, […]
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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 a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER ® professional. He holds both […]
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Rob Carpenter
Rob Carpenter President & CEO Robert Carpenter leads the team at BWFA that is dedicated to improving the financial lives of its clients. As President and CEO, he is responsible for overseeing all areas of the firm, Investment Management, Financial Planning, Tax Advisory Services and Mergers and Acquisition, as well as ensuring clients receive the […]