Cfp® Joseph A. Caputo

Chief Information Officer Associate Portfolio Manager at Baltimore-Washington Financial Advisors

Joseph A. Caputo, CFP® has a diverse work experience in the financial industry. Joseph A. started their career as a Loan Officer at CoreStar Financial Group in 2004 and worked there until 2006. Joseph A. then joined T.Rowe Price as a Retirement Plan Consultant from 2006 to 2007. Joseph then worked at Wells Fargo Advisors, LLC. as a Regional Compliance Specialist - Supervisor from 2007 to 2012. Since 2012, they have been associated with Baltimore Washington Financial Advisors as the Chief Information Officer & Associate Portfolio Manager.

Joseph A. Caputo, CFP®, received their Bachelor of Science degree in Political Science from Frostburg State University, where they attended from 2001 to 2004. Additionally, they have obtained the CFP® certification, but the specific institution and date of completion are unknown. Joseph A. also has no further education information available from Strayer University-Maryland.

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Timeline

  • Chief Information Officer Associate Portfolio Manager

    September, 2012 - present

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