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David P. Corcoran

Principal

Naples

Client Advisory

Biography

David is a Principal in the Bonita Springs office. He focuses primarily on portfolio management and financial planning.

Prior to joining Cerity Partners, David served as a Senior Vice President and Portfolio Manager at Maryland Capital Management. He also previously served as a Senior Vice President at Ascendant Wealth Management. David began his investment management career in 1984 with Northern Trust Bank in Sarasota, Florida, before moving to Naples, Florida in 1999 and joining Ascendant.

David resides in Bonita Springs where he has lived and coached youth sports for over 25 years. He enjoys spending time with his children, who are native Floridians and live in Tampa and Orlando.

Education

  • BA in Economics and History from Williams College

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