Baltimore-Washington Financial Advisors
Joseph A. Caputo is the current Portfolio Manager, Chief Information Officer & Executive Manager at Baltimore-Washington Financial Advisors. Prior to this, Joseph was with Wells Fargo Advisors, LLC. from July 2007 to September 2012 where they held the position of Regional Compliance Specialist - Supervisor. Joseph has also worked with T.Rowe Price as a Retirement Plan Consultant from March 2006 to July 2007 and with CoreStar Financial Group as a Loan Officer from January 2004 to December 2006.
Joseph A. Caputo earned their Bachelor of Science in Political Science from Frostburg State University. Joseph then went on to earn their degree from Strayer University-Maryland.
Joseph A. Caputo reports to Robert Carpenter, President & CEO. They are on a team with Townsend Hornor Jr. - Managing Director, Wealth Management & Executive Manager, Meghan Manas - Director, Client Services & Executive Manager, and Joseph Manfredi - Chief Operating Officer.
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Baltimore-Washington Financial Advisors
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BWFA is one of the area’s leading comprehensive wealth management firms. Nationally recognized and based in the Baltimore-Washington region, they serve clients throughout the United States.