Joseph A. Caputo, CFP®
Portfolio Manager, Chief Information Officer, & Executive Manager
Joseph Caputo joined BWFA in September of 2012 as Chief Information Officer & Associate Portfolio Manager. Joseph also serves as one of the firm’s executive managers.
Joseph has over 15 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. Joseph works with young families and business owners to identify and establish the retirement plans that are right for them. Joseph has a Bachelor of Science degree and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). 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 two sons in the Mt. Washington area.