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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Matt Cerminaro
Matt Cerminaro
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Michael Batnick, CFA®
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Nate Jefferson, CFP®
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Josh Brown
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Daniel Baxter
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Anna Chaiken
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Everett Taylor, CPA®
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Barry Ritholtz
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Brian Rosen
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Claire Galante
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Kris Venne, CFP®
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Susan Gray
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Jonathan Novy
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Gisela Warner
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Taylor Hollis, CFP® CFA®
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Erika Mauro
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Patricia Hatzfeld
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Lisa Paul
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