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