Bill Artzerounian

Director of Tax Services

How I Arrived at Ritholtz

After starting my career in public accounting, I decided that I wanted to help families grow and manage their money. Around the same time, I came across Michael Batnick’s blog. For years, I was an avid consumer of the content that the RWM team was producing. I am confident that I learned more reading RWM blogs than I did in my education or credentials studies. When the opportunity presented itself to be a part of a group that I admired for so long, it was an easy decision.

Favorite Part Of The Job

I enjoy helping people solve problems. Specific to my role, have found that tax planning is one aspect of the financial planning process that many clients are mystified by. I find no greater joy in my work than providing a clear and concise tax solution that benefits my clients.

When I'm Not Working

I live outside of Philadelphia with my wife, Katie. We love exploring the city, specifically the dining scene. You can also find me on the basketball court, cooking, or enjoying a classic movie.

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Sr. Advisor
Nick Sapienza, CFP®
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
John Grayson
John Grayson
Head of Post Production
John Grayson
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Callie Campanella, CFP®
Callie Campanella, CFP®
Advisor
Callie Campanella, CFP®
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Ross Cohen, CFP®
Ross Cohen, CFP®
Sr. Advisor
Ross Cohen, CFP®
Chris Carey
Chris Carey
Advisor
Chris Carey
Adam Niestradt
Adam Niestradt
Sr. Investment Analyst
Adam Niestradt
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Nathan Gilmore
Nathan Gilmore
Estate Attorney
Nathan Gilmore
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Sr. Advisor
Matt Lohrius, CFP®
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Josh Brown
Josh Brown
CEO
Josh Brown
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Dina Isola
Dina Isola
Advisor
Dina Isola
Jacobi Poesch
Jacobi Poesch
Sr. Client Service Associate
Jacobi Poesch
Nicole Samoroukova
Nicole Samoroukova
Director of Experience & Media Producer
Nicole Samoroukova
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Daniel Parra
Daniel Parra
Sr. Creative Media Producer
Daniel Parra
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Alex Messer
Alex Messer
Sr. Trader
Alex Messer
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Adam Gock
Adam Gock
Sr. Client Service Associate
Adam Gock
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Erika Mauro
Erika Mauro
Client Service Director
Erika Mauro
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Gary Pulford, CTFA
Gary Pulford, CTFA
Sr. Advisor
Gary Pulford, CTFA
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Kevin Young, CFP®
Kevin Young, CFP®
Sr. Advisor
Kevin Young, CFP®
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Sr. Advisor
Benjamin Coulthard, CFP®
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Lisa Rosenstein, CPA®
Lisa Rosenstein, CPA®
Tax Planner
Lisa Rosenstein, CPA®
Sean Russo
Sean Russo
Investment Analyst
Sean Russo
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Advisor
Nate Jefferson, CFP®
Jay Tini
Jay Tini
President
Jay Tini
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Joe Perna, CFA, CFP®
Joe Perna, CFA, CFP®
Advisor
Joe Perna, CFA, CFP®
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta