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.

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