Joseph Anthony Caputo
Portefeuillebeheerder-Aandelen bij Baltimore-Washington Financial Advisors, Inc.
Profiel
Mr. Joseph A.
Caputo is a Portfolio Manager & Chief Information Officer at Baltimore-Washington Financial Advisors, Inc (BWFA).
He joined BWFA in September of 2012 as the firm’s Chief Information Officer and Financial Advisor.
He has obtained over 15 years of financial and investment management related experience.
As BWFA’s Chief Information Officer, his role is to implement new-age ideas and a sound technological vision.
He also serves as a member of BWFA’s Executive Management Committee.
Prior to joining the firm, he worked for notable local, regional, and national investment companies such as T.Rowe Price and Wachovia Securities.
Throughout his career he has worked closely with small business owners helping to establish company-sponsored retirement plans.
His focus has been to foster long-standing relationships and guide clients down a clear path to the future.
He attended Frostburg State University where he acquired a Bachelor’s of Science degree in Political Science.
He is also a CERTIFIED FINANCIAL PLANNER.
Actieve functies van Joseph Anthony Caputo
| Bedrijven | Functie | Begin |
|---|---|---|
Baltimore-Washington Financial Advisors, Inc.
 Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Portefeuillebeheerder-Aandelen | 01-09-2012 |
Eerdere bekende functies van Joseph Anthony Caputo
| Bedrijven | Functie | Einde |
|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Corporate Officer/Principal | 30-07-2012 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Opleiding van Joseph Anthony Caputo
| Frostburg State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Finance |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
