About Richard Corcoran
Rich Corcoran is a cofounder of the Corcoran Ciarelli Group and has spent over 25 years providing strategic financial guidance to multigenerational families and sophisticated individual investors. Rich focuses in portfolio construction that aligns with estate planning strategies, investment management, capital markets, and alternative investments. He takes a flexible and forward-looking approach, designing strategies that can evolve with clients changing circumstances and market conditions to help ensure their long-term goals are met.
Rich holds an MBA from Columbia University and graduated cum laude from the University of Delaware with a Bachelor of Science in Finance and Economics. He is a member of both the CFA Institute and the CFA Society of Philadelphia.
Rich resides in the Greater Philadelphia area with his family, where he remains active in the local community and supports educational initiatives. His contributions include serving on the Board of Directors of the Philadelphia Education Fund and the Women’s Leadership Initiative Advisory Committee at the University of Delaware. With past leadership roles in the University of Delaware’s Financial Planning Advisory Board and the Lerner College of Business and Economics Alumni Board of Directors, Rich exemplifies a commitment to fostering connections that promote mentorship, leadership development, and access to educational resources, help empower individuals to achieve their full potential.
Securities Agent: SC, VT, WV, WA, VA, UT, TX, DE, TN, PR, PA, OR, OH, NY, NV, NM, NJ, OK, NC, MI, MD, MA, LA, IL, HI, ME, GA, FL, DC, CT, CO, CA, AZ, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278703