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Profiel
Mr. John J.
Corcoran is a Vice President & Portfolio Manager at Beacon Investment Advisory Services, Inc. and a Portfolio Manager at Beacon Trust Co. He has over 30 years of investment management experience.
Prior to joining Beacon Trust Jack was a Director at Tandem Investment Partners.
Previously he worked at TD Wealth, heading up their Long Island region.
Earlier, he was a Senior Vice President, Senior Portfolio Manager at US Trust in Garden City, Long Island for nine years.
Before US Trust, Jack spent his career at several top-tier investment firms in New York City.
He received a BS in both Finance and Economics from Fordham University, as well as an MBA in Finance with a concentration in Investment Management from the Fordham Graduate School of Business.
Actieve functies van Jack Corcoran
| Bedrijven | Functie | Begin |
|---|---|---|
Beacon Trust Co.
 Beacon Trust Co. Investment ManagersFinance Beacon Trust focuses on preserving and enhancing client's wealth through personalized financial planning and investment management, keeping their client’s best interests first. The firm’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to their market and economic outlook is key drivers of their decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Analyst-Equity | - |
Beacon Investment Advisory Services, Inc.
 Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Trust’s portfolio program seeks to provide clients with access to several investment strategies in a variety of asset classes. Their approach aim to maximize the liquidity, transparency, tax efficiency, and adaptability of its portfolios while preserving wealth and delivering attractive return potential. Rather than focus on traditional asset allocation techniques, the firm diversifies across risk exposures and places risk first in building client portfolios. | Analyst-Equity | 01-04-2015 |
Eerdere bekende functies van Jack Corcoran
| Bedrijven | Functie | Einde |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Portefeuillebeheerder-Aandelen | 31-12-2005 |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Portefeuillebeheerder-Aandelen | 01-07-2000 |
The Bank of New York Co., Inc.
 The Bank of New York Co., Inc. Major BanksFinance Provides commercial bank services | Corporate Officer/Principal | 01-09-1998 |
Furgueson Capital Management, Inc.
 Furgueson Capital Management, Inc. Investment ManagersFinance Furgueson specializes in large-cap special situation securities. They take a growth and value approach to managing their portfolios. Investing across all sectors, the firm maintains a very low turnover rate. | Portefeuillebeheerder-Aandelen | 01-09-1994 |
Hutton Capital Management, Inc.
 Hutton Capital Management, Inc. Finance/Rental/LeasingFinance Provides financing services | Corporate Officer/Principal | 01-12-1990 |
Opleiding van Jack Corcoran
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
77
Eerstegraads connecties
13
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 13 |
|---|---|
The Bank of New York Co., Inc.
The Bank of New York Co., Inc. Major BanksFinance Provides commercial bank services | Finance |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Finance |
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust focuses on preserving and enhancing client's wealth through personalized financial planning and investment management, keeping their client’s best interests first. The firm’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to their market and economic outlook is key drivers of their decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Finance |
TD Wealth Management Services, Inc.
 TD Wealth Management Services, Inc. Investment ManagersFinance Part of The Toronto-Dominion Bank, TD Wealth Management Services, Inc. is a top 10 North American bank that offers products and services to over 27.5 million customers worldwide. The company aims to differentiate itself through its differentiated brand and proven business model, providing confidence to customers, communities, and colleagues in a changing world. TD Invent is the company's enterprise approach to innovation, supporting its business strategies as a forward-focused bank. The company is based in Philadelphia, PA. | Finance |
Furgueson Capital Management, Inc.
Furgueson Capital Management, Inc. Investment ManagersFinance Furgueson specializes in large-cap special situation securities. They take a growth and value approach to managing their portfolios. Investing across all sectors, the firm maintains a very low turnover rate. | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Manufacturers Hanover Corp.
 Manufacturers Hanover Corp. Financial ConglomeratesFinance Operates as a bank holding company | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
US Trust
 US Trust Investment ManagersFinance Provides investment management services | Finance |
Hutton Capital Management, Inc.
Hutton Capital Management, Inc. Finance/Rental/LeasingFinance Provides financing services | Finance |
Tandem Wealth Advisors LLC
 Tandem Wealth Advisors LLC Investment ManagersFinance Tandem aims to generate long-term capital growth and control risk through balanced portfolios keyed to investors’ risk tolerance. Their investment management process combines fundamental economic analysis with equity and fixed-income valuation to build core portfolios for investors. The firm utilizes a combination of top-down macroeconomic analysis and bottom-up stock selection. | Finance |
Gabelli School of Business
 Gabelli School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beacon Investment Advisory Services, Inc.
Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Trust’s portfolio program seeks to provide clients with access to several investment strategies in a variety of asset classes. Their approach aim to maximize the liquidity, transparency, tax efficiency, and adaptability of its portfolios while preserving wealth and delivering attractive return potential. Rather than focus on traditional asset allocation techniques, the firm diversifies across risk exposures and places risk first in building client portfolios. | Finance |
