Executive Management
Rob Carpenter
President & CEO
Rob Carpenter is President and CEO of Baltimore-Washington Financial Advisors, Inc. Rob is a graduate of Hartwick College in Oneonta, New York, where he earned a bachelor’s degree in Political Science. In addition, he holds a Wharton/SIA Branch Management Leadership… Read More
Joseph Manfredi, MBA
Chief Operating Officer & Senior Portfolio Manager, Executive Manager
Joseph Manfredi is Chief Operating Officer and Senior Portfolio Manager of Baltimore-Washington Financial Advisors, Inc. In his role, Joe is responsible for day-to-day management of the firm with a focus on portfolio management, operations and compliance leadership. Joe brings 30 years… Read More
Wealth Management and Planning
Townsend Hornor, Jr. (Sandy)
Managing Director, Wealth Management, Executive Manager
Sandy Hornor is an experienced financial professional with over 25 years in the industry. Sandy works with individuals, organizations and companies to define their long-term wealth management objectives; he assists with the implementation of solutions and techniques to meet their… Read More
Thad Ismart, CFP®
Senior Financial Planner
Thad joined BWFA in 2013 as a financial planner. Thad has a Bachelor’s Degree in Economics from the University of Maryland, Baltimore County and has been working in the financial planning industry since 2005. He is a CERTIFIED FINANCIAL PLANNER™… Read More
Asset Management
Rob Carpenter
President & CEO
Rob Carpenter is President and CEO of Baltimore-Washington Financial Advisors, Inc. Rob is a graduate of Hartwick College in Oneonta, New York, where he earned a bachelor’s degree in Political Science. In addition, he holds a Wharton/SIA Branch Management Leadership… Read More
Joseph Manfredi, MBA
Chief Operating Officer & Senior Portfolio Manager, Executive Manager
Joseph Manfredi is Chief Operating Officer and Senior Portfolio Manager of Baltimore-Washington Financial Advisors, Inc. In his role, Joe is responsible for day-to-day management of the firm with a focus on portfolio management, operations and compliance leadership. Joe brings 30 years… Read More
Chris Kelly, CFP®, CPA, M.Accy
Financial Advisor and Portfolio Manager, Executive Manager
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
Joseph A. Caputo
Chief Information Officer & Associate Portfolio Manager, Executive Manager
Joe joined BWFA in 2012 as Chief Information Officer & Associate Portfolio Manager. Joe Caputo has over ten years of experience in financial and investment management services. His focus is to foster relationships and guide clients down a clear path… Read More
Rob Williams, MSF
Financial Advisor & Portfolio Manager
Rob Williams joined BWFA in 1996. Over his years within the firm, Rob has performed a full range of activities including providing advice on college financial aid, preparing financial plans, preparing tax returns, and performing portfolio management services. Rob graduated… Read More
Tax Services
Zachary R. Holbrook, CPA
Tax Manager
Zachary joined BWFA as a Tax Manager in 2016. He is a graduate of Salisbury University where he earned his BA in Accounting. Prior to joining BWFA, Zachary was a tax manager at RSM US, LLP where his experience included… Read More
James D. Burgess
Tax Manager
James is a CPA with 30 years of tax consulting experience. He was previously a tax senior manager with the international accounting firm of Deloitte & Touche, the international consulting firm MAXIMUS, and also served for seven years as President… Read More
Lex Ruygrok
Tax Manager
Lex started his career in the tax department of Deliotte & Touche where he became a tax manager specializing in employee benefits and retirement plan consulting. He subsequently became a partner in a small local accounting firm where he focused… Read More
Business Services
Brian MacMillan
Managing Director M&A
Brian MacMillan joined BWFA in May 2013 as Business Services Manager. He is a graduate of Salisbury University where he earned a Bachelor of Science degree in Business Administration. Brian attended the Management Development Program at the University of Delaware… Read More
Client Services
Meghan Manas
Director of Client Services, Executive Manager
Meghan Manas has been with BWFA since 2010 and serves as our Director, Client Services. Meghan is passionate about making sure BWFA’s clients have an exceptional experience. In practice this translates to providing prompt and accurate responses to day-to-day needs,… Read More
Cielle Jacobs
Client Associate
Cielle Jacobs joined BWFA as a Client Associate in 2015. Previously, Cielle spent more than 10 years working in customer service and sales. She also has extensive experience in administrative work, some of which she obtained in her most recent… Read More
Joseph DePatie
Client Associate
Joe joined BWFA as a Client Associate in 2016. He is a graduate of the University of Maryland, College Park where he earned his BA in Economics. Joe holds a Series 65 registration and Life and Health Insurance License. Prior… Read More
Hannah Larsen
Client Services Intern
Hannah joined BWFA in November 2016 as a Client Associate Intern.