Joseph Caputo

Joseph Caputo is Chief Information Officer, Senior Relationship Manager, and Associate Portfolio Manager at Baltimore-Washington Financial Advisors, where he has served since 2012. In his CIO role, he leads the firm's technology strategy and serves on the Executive Management Committee, while also working closely with clients on investment management and financial planning.

Caputo's specific focus areas include retirement plan consulting, wealth management, and investment management for small business owners and high-net-worth individuals. He is instrumental in designing and maintaining company-sponsored retirement plans and integrates technological innovation into BWFA's investment processes.

Prior to joining BWFA, Caputo worked as a Regional Compliance Specialist/Supervisor at Wells Fargo Advisors and as a Retirement Plan Consultant at T. Rowe Price, where he built expertise in compliance, operations, and retirement planning. He holds a Bachelor of Science in Political Science from Frostburg State University and is a CERTIFIED FINANCIAL PLANNER® (CFP®), reflecting his broad expertise in financial strategy and client-centered portfolio management.