Asset Management

  • Saman Alfatemi

    Saman Alfatemi joined BWFA in June 2025 as an Associate Financial Analyst. Prior to joining full-time, Saman had worked as an intern for BWFA since the summer of 2024. He graduated from the University of Maryland Robert H. Smith School… Read More

  • Brandon Pierpont, CEPS

    Brandon joined BWFA in June 2023 as a Senior Client Associate. Brandon is a Certified Elder Planning Specialist (CEPS). He graduated cum laude from High Point University where he earned B.S.B.A in Finance from the Phillips School of Business. During… Read More

  • Max Pflugrad

    Max Pflugrad started with BWFA as an intern during the summer of 2021. He graduated from Towson University with a B.S. in Business, and is currently pursuing his CIMA certification. He is excited about his new role as an Associate… Read More

  • Joseph Manfredi, MBA

    Joseph Manfredi is Chief Operating Officer of Baltimore-Washington Financial Advisors. In addition to day-to-day firm leadership, Joe assists the firm’s clients through coordination of all BWFA capabilities. He serves on the firm’s Executive Committee and Investment Management Committee. Joe has… Read More

  • Joseph A. Caputo, CFP®, CEPS

    Joseph Caputo joined BWFA in September of 2012 as the firm’s Chief Information Officer and Sr. Relationship Manager. 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 Senior Relationship 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