Joseph Manfredi

Chief Operating Officer at Baltimore-Washington Financial Advisors

Joseph Manfredi is the Chief Operating Officer at Baltimore-Washington Financial Advisors. Joseph has over 25 years of experience in the financial industry.

Joseph began their career in 1986 as a Financial Consultant at Merrill Lynch. In 1993, they joined Prudential Securities as a Vice President and Complex Manager. Joseph then moved to Wells Fargo Advisors in 2009, where they served as Senior Vice President and Regional Brokerage Manager. Most recently, Joseph joined Baltimore-Washington Financial Advisors as their Chief Operating Officer in 2015.

Throughout their career, Joseph has demonstrated a dedication to providing excellent customer service and has been recognized for their leadership and management skills. Joseph is a highly respected financial advisor with a proven track record of success.

After receiving their MBA from the Fordham Gabelli School of Business, Joseph Manfredi worked in finance for several years. Joseph then decided to return to school to get their BS in finance and economics from Fordham University.

They are on a team with Meghan Manas - Director, Client Services & Executive Manager, Joseph A. Caputo - Portfolio Manager, Chief Information Officer & Executive Manager, and Christopher Kelly - Portfolio Manager and Financial Advisor & Executive Manager. Their manager is Robert Carpenter, President & CEO.

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  • Chief Operating Officer

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