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.

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