Our People
Robert Cannon
Robert Cannon 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.
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.
Jonathan Bander
Jonathan Bander is an experienced financial professional with over twenty-five years of comprehensive and working knowledge in all aspects of corporate accounting and taxation.
Experience includes extensive tax structuring, tax planning, tax strategy, multi-company and multi-divisional accounting, budgeting, forecasting, and financial reporting. His proficiency in cryptocurrency taxation and accounting strategies sets him apart as a trusted advisor in the evolving landscape of virtual currencies.Jonathan has many years experience with financial and operational administration of fund structures, fund of funds, managed accounts, and family office reporting.
After college, he worked in Manhattan for several years at regional CPA firms. During this time, he advised many companies of all sizes and provided ongoing services to private equity/family office clients. In 2005, he founded Rich and Bander LLP to provide direct, dedicated and personalized service. Rich and Bander is a NYC based CPA firm that serves over a thousand clients employing a dedicated team of 50+ professionals.
In 2022, Jonathan combined forces with Robert Cannon to form ExperityCPA, a virtual family office housing their collective 50+ years of experience. Together and through the support of their team of subject matter experts they offer senior-level tax, accounting, tax-smart financial planning, estate planning, retirement planning, asset protection, growth, and optimization services and other services.
Latazia Alicia Cannon-Rivera
Latazia Alicia Cannon-Rivera, known as Alicia, holds a Bachelor of Science in Economics with a minor in Labor Employment Relations from The Pennsylvania State University (Penn State). With over 5 years of experience in the financial industry, she has honed her expertise working at prestigious firms such as Morgan Stanley and Fidelity Investments. Alicia is passionate about educating people on finance and takes great pride in witnessing the transformative impact it can have on individuals’ lives. She brings a wealth of knowledge and a genuine dedication to helping clients achieve their financial goals at ExperityCPA.
