Asset Management

  • 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, 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

  • 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