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