Joseph Caputo Email

Chief Information Officer & Associate Portfolio Manager . Baltimore-Washington Financial Advisors

Current Roles

Employees:
44
Revenue:
$7.4M
About
BWFA is one of the area’s leading comprehensive wealth management firms. Nationally recognized and based in the Baltimore-Washington region, we serve clients throughout the United States. Our team of approximately twenty professionals includes dedicated experts in: investment management; financial, retirement, & estate planning; tax services; and business services. We coordinate outside legal, accounting, and business advisory resources as necessary, bringing it all together for our clients. Better Service. Better Solutions. Better Results. http://www.bwfa.com/ Facebook: www.facebook.com/1bwfa YouTube: https://www.youtube.com/watch?v=oCEo_UtmFvk https://www.bwfa.com/social-media-disclaimer/
Baltimore-Washington Financial Advisors Address
5950 Symphony Woods Road
Columbia, MD
United States
Baltimore-Washington Financial Advisors Email
Baltimore-Washington Financial Advisors Phone Numbers
410-461-3900

Past Companies

Baltimore Washington Financial AdvisorsChief Information Officer & Associate Portfolio Manager
Wells Fargo Advisors, LLC.Regional Compliance Specialist - Supervisor
T.Rowe PriceRetirement Plan Consultant

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