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


    Gary Trotter
    Tax Intern

    Gary joined BWFA in May 2016 as a Tax Intern


    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


    Tyler Kluge
    Client Services Intern

    Tyler joined BWFA in November 2016 as a Client Associate Intern.


    Hannah Larsen
    Client Services Intern

    Hannah joined BWFA in November 2016 as a Client Associate Intern.