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