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, earned her Bachelor of Science in Economics with a minor in Labor Employment Relations from The Pennsylvania State University (Penn State). Alicia has built extensive expertise in finance through her work with prestigious firms such as Morgan Stanley and Fidelity Investments. She is passionate about educating individuals on financial matters and takes great pride in seeing the significant, positive changes it can bring to their lives.
At ExperityCPA, Alicia combines her extensive knowledge with a heartfelt commitment to helping clients reach their financial goals. She is enthusiastic about working closely with clients to create tailored strategies that foster their success and looks forward to making a meaningful impact on their financial futures.
Lionel “Joey” Soliman
With a genuine passion for client success, Joey brings expertise to our team. At the core of Joey’s approach is a commitment to understanding each client’s unique goals and challenges. He thrives on crafting personalized strategies that not only address immediate financial needs but also pave the way for long-term success.
Mike Wilkinson
With over 20 years of experience in the financial services industry, Mike possesses a deep understanding of annuities and life insurance. His passion lies in empowering clients to preserve and protect their wealth, while ensuring a stress-free retirement. He is dedicated to providing personalized guidance and expertise to help individuals achieve their long-term financial goals and secure their financial future.
LisaAnn Colangelo
Lisa brings a wealth of experience to her role as Office Manager, where she plays a pivotal part in ensuring smooth operations and exceptional client service. She is adept at managing complex schedules and coordinating communications. Her enthusiasm for helping clients shines through in every task she undertakes. She is dedicated to creating a seamless experience for clients, addressing their needs with both efficiency and a personal touch. Her attention to detail and proactive attitude make her an invaluable member of the team.
