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