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.