About Robert Cannon, AIFA®
Managing Partner & Investment Advisor Representative
Robert Cannon, AIFA® has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement, and in doing so, Robert guides his clients through a very distinctive wealth management and investment process that is specifically designed for financially successful individuals, couples, and families.
He is viewed as a “Chief Financial Officer” to his clients, and in many ways acts as the “quarterback” by implementing an advisory team approach. This allows his clients to receive advice from specialists in different areas, including wealth building and preservation and taxes.
In addition to his vast experience, Robert has earned numerous licenses and industry professional designations, including the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 66 (Uniform Combined Registered Investment Advisory), and the Series 55 (Equity Trader). He also holds an accident and health insurance license and is eligible to conduct business in over 30 states.
In addition, Robert received a Certificate in Financial Management from Cornell University. He has also earned the prestigious Accredited Investment Fiduciary Analyst (AIFA) designation. When not working with clients, Robert enjoys spending time with family and friends. He resides in New York.
Lawyer / Estate Planning Strategist
Richard Berman has enjoyed a successful career in law and finance for the better part of two decades. Mr. Berman was an associate in the corporate department at Shearman and Sterling advising international hedge fund and high net worth clients in connection with their cross border investment activities. He was partner of a boutique law practice from 2010-2017 working with individual and corporate clients to maximize their business objectives, estate planning strategies and investment activity. He presently serves as a consulting COO for a leading litigation finance company. At Cannon Wealth Solutions, Mr. Berman works with the team to tailor efficient and forward-thinking estate plans for advisory clients