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