Joseph Manfredi, MBA
Chief Operating Officer & Senior Portfolio Manager, Executive Manager
Joseph Manfredi is BWFA Chief Operating Officer and Senior Portfolio Manager of Baltimore-Washington Financial Advisors, Inc. In his role as Senior Portfolio Manager, Joe is privileged to work with the firm’s clients to handle their investment management needs and coordinate all BWFA capabilities when helping clients with financial planning, investment and tax advisory services. As the firm’s Chief Operating Officer, Joe is responsible for day-to-day operational management of the firm with a focus on leadership, portfolio management, client service and compliance.
Joe brings more than 30 years of financial services experience to BWFA. Most recently he was Regional Manager and Senior Vice President with Wells Fargo Wealth Brokerage Services in central Virginia, leading the advisor group in wealth services for high net worth brokerage clients in areas that include investment management, financial planning, private bank lending services, and trust and estate services. Joe has also served in similar roles with industry leading firms such as UBS, Prudential Financial and Piper Jaffray. Before his successful management career, he began working in the industry as a financial advisor with Merrill Lynch.
He holds a bachelor’s degree in finance and he is a master’s degree in business administration, both from Fordham University in New York.
Joe is a lifelong competitive rower and formerly served as Vice President for the Virginia Boat Club, a 100-plus-year-old nonprofit organization that promotes rowing in Virginia, supporting youth, university, masters and adaptive rowing in the community. He is a current competitive senior member of Potomac Boat Club in Washington, DC.
Joseph, and Susanna, his wife of 29 years, are the proud parents of four grown daughters.