fbpx

Executive Management Team

  • Joseph Manfredi, MBA

    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…. Read More

  • Meghan Manas, CEPS

    Meghan is a BWFA Executive Manager, serving as the firm’s Director of Client Services.  She supervises all aspects of the client experience including those which impact new client relationships. Additionally, Meghan oversees client education and appreciation events, while also managing… Read More

  • Joseph A. Caputo, CFP®

    Joseph Caputo joined BWFA in September of 2012 as the firm’s Chief Information Officer and Financial Advisor. He has obtained over 15 years of financial and investment management related experience. Prior to joining the firm, he worked for notable local,… Read More

  • Chris Kelly, CPA, CFP®, M.Accy

    Chris is a Financial Advisor and Investment Portfolio 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… Read More

  • Rob Carpenter

    Robert Carpenter leads the team at BWFA that is dedicated to improving the financial lives of its clients. As President and CEO, he is responsible for overseeing all areas of the firm, Investment Management, Financial Planning, Tax Advisory Services and… Read More