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 spend a majority of my time with my daughter. We enjoy ice skating, the Philadelphia museum scene, and pop music dance parties. Outside of time with her, you’ll find me walking Sadie, the Philadelphia office guard dog.”

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