Baltimore Washington Financial Advisors

Joseph A. Caputo, CFP®
- October 31st, 2022
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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, […]
Chris Kelly, CPA, CFP®, M.Accy
- October 31st, 2022
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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 […]
Joseph Manfredi, MBA
- October 28th, 2022
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Joseph Manfredi is Chief Operating Officer of Baltimore-Washington Financial Advisors, Inc. Joe is privileged to work with the firm’s clients as a lead advisor to coordinate all BWFA capabilities when helping clients with financial planning, investment and tax advisory services. As the firm’s Chief Operating Officer, Joe has leadership responsibilities for day-to-day management of the […]

Senior Relationship Manager