John J. Jack Corcoran

Portfolio Manager at Beacon Trust

Role
Portfolio Manager, Registered Investment Advisor at Beacon Trust
Location
Suffolk County, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John J. Jack Corcoran

Results oriented Wealth Manager with over 40 years solely in fee based Investment…

Experience

  1. Portfolio Manager, Registered Investment Advisor

    Beacon Trust

    Nov 2014 — Present

    Wealth Management Long Island Region & Tri State AreaSeries 65, FINRA January 2014

Education

  • Fordham University

    Bachelor of Science (B.S.), Double Major: Finance & Economics

    1984

  • Fordham Gabelli School of Business

    Master of Business Administration (M.B.A.), Finance, concentration Investment Management

    1992

Skills

  • Marketing Strategy
  • Capital Markets
  • High Net Worth Individuals
  • Investment Strategies
  • Alternative Investments
  • Investment Management
  • Private Banking
  • Securities
  • Asset Allocation
  • Mutual Funds
  • Estate Planning
  • Wealth Management Services
  • Etfs
  • Bonds
  • Sales
  • Equities
  • Wealth Management
  • Financial Advisory
  • Investment Advisory
  • Series 65
  • Fixed Income
  • Portfolio Management
  • Wealth
  • Asset Management
  • Investments
  • Hedge Funds

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John J. Jack Corcoran — Portfolio Manager, Registered Investment Advisor at Beacon Trust in Suffolk County, NY, US | Unifers