Joseph A. Caputo
Chief Information Officer & Associate Portfolio Manager

Joe joined BWFA in 2012 as Chief Information Officer & Associate Portfolio Manager. Joe Caputo has over ten years of experience in financial and investment management services. His focus is to foster relationships and guide clients down a clear path to the future. Joe works with young families and business owners to identify and establish the retirement accounts that are right for them. Joe has a Bachelor of Science degree and is currently pursuing  the CERTIFIED FINANCIAL PLANNER™ certification. Prior to joining the firm, he worked with notable firms such as T.Rowe Price and Wells Fargo Advisors.

Joseph has spent most of his life as a Maryland resident and currently lives with his wife and son in the Mt. Washington area.

Articles Written by Joseph A. Caputo

A Balancing Act – 5 Steps for Creating a Sound Portfolio

assetuploadfile56825446

 

 

 

 

Investing for Young Individuals & Families

images

 

 

 

 

Ensuring Data Protection in the Cloud  

icloud-logo-image