Everett Taylor, CPA®

Tax Manager

How I Arrived at Ritholtz

After working in mental healthcare for several years, I made the decision to make a career change. I hustled to meet the requirements to become a CPA, working in the tax preparation industry starting at the very bottom as an intern. I worked my way to become a partner in a CPA firm, and realized that the model was not what I was looking for. Having following RWM for years, they announced they were looking to expand their tax team, and I jumped at the opportunity. I could not be more excited to be here.

Favorite Part Of The Job

Tax planning is a multilayered and extremely complex puzzle that can be molded and shaped into a a piece of art. Taking the pieces of someone’s puzzle and making something beautiful from it is the most satisfying thing I can imagine. Getting to do that as part of the RWM team is a genuine dream come true.

When I'm Not Working

When I am not working I am chasing my 3 year old daughter or probably burping my 2 month old. If I can find time after that to read or watch soccer, then I’m a happy man.

Industry Experience

10+ Years

Education/Certifications

CPA

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.

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