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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 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