Joseph A. Caputo
Chief Information Officer & Associate Portfolio Manager, Executive 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.