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John Corcoran
Portfolio Manager, Registered Investment Advisor at Beacon Investment Advisory Services, Inc.
About
John J. Corcoran is a Vice President and Portfolio Manager at Beacon Trust, where he is responsible for portfolio construction and analysis, drawing on over 30 years of investment management experience. At Beacon Trust, he specializes in building high-quality portfolios focused on wealth preservation and prudent growth, working closely with trust and estate advisors to ensure clients' long-term financial security.
His expertise spans a broad range of asset classes, with particular emphasis on equities, fixed income, and diversified multi-asset strategies aimed at high-net-worth and institutional clients. Throughout his career, he has been recognized for his commitment to client service and for giving presentations on women’s issues and investing, underscoring a client-centric and holistic approach to portfolio management.
Previously, Mr. Corcoran served as Director at Tandem Investment Partners and as Vice President, Senior Portfolio Manager at TD Wealth Management, where he headed the Long Island region. He holds both an MBA in Finance with a concentration in Investment Management and a BS in Finance & Economics from Fordham University, and is a registered Investment Advisor Representative holding the Series 65.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Beacon Trust | Portfolio Manager, Registered Investment Advisor | Nov 2014 to Present | Wealth Management Long Island Region & Tri State Area Series 65, FINRA January 2014 |
| Tandem Investment Partners, LLC | Director | Jan 2014 to Nov 2014 | Market Leader, Portfolio Manager -- New York City, Melville, NY 112 West 34th Street, 18th Floor, New York, NY 10120 Investment Advisor Representative, Series 65 Licensed, January 2014 www.tandeminves... |
| TD Wealth Management | Vice President, Senior Portfolio Manager | Mar 2009 to Jan 2013 | -- Oversaw the Wealth efforts for Investment Management for the Long Island Region. -- Split time between the NYC Headquarters and the Regional Headquarters. Managed client accounts and worked on New ... |
| US Trust | Senior Vice President, Senior Portfolio Manager | Jul 2000 to Mar 2009 | -- Managed $360 million of equity, fixed income and balanced Investment, Trust, Foundation and Not For Profit Accounts. -- Secondarily Managed the Long Island Wealth Advisors Group overseeing 2 Port... |
| Brown Brothers Harriman -- 59 Wall Street, NYC | Vice President, Portfolio Manager | Sep 1998 to Jul 2000 | -- Managed $230 million of equity, fixed income and balanced Investment, Trust, Foundation and Not For Profit Accounts. -- First in NYC PM New Business 1999. -- Chosen to head up NY Schwab Advisor Sou... |
| The Bank of New York -- 63rd and Madison, NYC | Vice President, Portfolio Manager | Sep 1994 to Sep 1998 | -- Managed 130 accounts comprising $370 million is assets. -- Backup to the team leader Group Head. |
| Furgueson Capital Management -- 19 West 44th St, NYC | Portfolio Manager and Generalist | Jan 1991 to Sep 1994 | -- Responsibilities included authoring the Quarterly Economic and Capital Markets Outlook. |
| E. F. Hutton - Hutton Capital Management -- 100 Fl, Two World Trade Center, NYC | Vice President, Portfolio Manager | May 1985 to Dec 1990 | — |
| Manufacturers Hanover Investment Corp. -- 600 Fifth Ave, NYC | Assistant Portfolio Manager | Jun 1984 to May 1985 | — |
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, concentration Investment Management
Fordham University
Bachelor of Science (B.S.), Double Major: Finance & Economics
Don Bosco Prep
REGISTRATIONS:
Skills & Expertise
Others at Beacon Investment Advisory Services, Inc. (8)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Morristown, NJ , United States |
 | Vice President, Portfolio Manager | United States |
 | Senior Portfolio Manager | Jersey City, NJ , United States |
 | Portfolio Manager and Vice President | New Providence, NJ , United States |
 | Portfolio Manager | United States |
 | Senior Vice President, Portfolio Manager | Clifton, NJ , United States |
D Diane Radossich | Portfolio Manager | Washington Township, NJ , United States |
 | Investment Analyst | New York, NY , United States |
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