Asset Management

  • Max Pflugrad

    Max Pflugrad Associate Financial Analyst 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… Read More

  • Joseph A. Caputo, CFP®

    Joseph A. Caputo, CFP® Senior Relationship Manager, Chief Information Officer & Executive Manager   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… 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

  • 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

  • Rob Carpenter

    Rob Carpenter President & CEO Robert Carpenter leads the team at BWFA that is dedicated to improving the financial lives of its clients. As President and CEO, he is responsible for overseeing all areas of the firm, Investment Management, Financial… Read More