Rob Carpenter

Mr. Robert G.
Carpenter is a Chief Executive Officer & President at Baltimore-Washington Financial Advisors, Inc. He leads the team at BWFA that is dedicated to improving the financial lives of its clients.
He is responsible for overseeing all areas of the firm, Investment Management, Financial Planning, Tax Advisory Services and Mergers and Acquisition, as well as ensuring clients receive the best possible service.
In addition, he has direct responsibility as lead advisor and portfolio manager for many of BWFA’s clients.
He has three decades of experience in the financial industry.
Over the course of his successful career, he has served in numerous management and leadership positions at some of the largest wealth management firms in the country.
Mr. Carpenter began his career working as a financial advisor and he has vast expertise in wealth management, trust services, portfolio management, and financial planning.
Previously, he served as President and one of the founding directors of the Greenspring Tennis & Education Foundation, a non-profit organization that supports the development and growth of tennis and provides tutoring services for youth in Maryland.
He also previously served on the Executive Board of Guidewell Credit Counseling Service of Maryland and Delaware, a non-profit that assists individuals recovering from bad debts and other difficult financial situations.
He earned a bachelor’s degree in Political Science from Hartwick College.
He holds a Wharton/SIA Branch Management Leadership Institute Certificate from The Wharton School at the University of Pennsylvania.