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Senior Relationship Manager

  • Joseph A. Caputo, CFP®

    • October 31st, 2022
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    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

    • October 31st, 2022
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    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

    • October 28th, 2022
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    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