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