Bill Corcoran

Managing Director, Partner at EP Wealth Advisors

Boston, Massachusetts, United States

Overview

Bill Corcoran is the Divisional Leader East, a Managing Director, and Partner at EP Wealth Advisors, focusing on growth and serving high-net-worth clients. He previously founded Minot Wealth Management, which he led until its acquisition by EP Wealth in 2022. He holds a Bachelors degree from Suffolk University.

Outside of his professional life, Bill values creating a positive company culture where people are seen as the greatest asset. He shows an interest in philanthropy, sharing ideas for families to give back, and seems to enjoy social gatherings and holiday entertaining, based on his shared content.

Bill founded his own successful firm and guided it through a strategic acquisition, establishing the first East Coast presence for a major national wealth advisor.

Topics They Care About

High-Net-Worth Clients
His entire career, including founding Minot Wealth Management and his current role at EP Wealth, focuses on serving ultra-high-net-worth individuals and families.
Business Growth
After successfully growing and selling his own firm, his primary role at EP Wealth is now focused on spearheading growth for the company's eastern division.
Strategic Philanthropy
He shares content about integrating charitable giving into family financial planning, indicating a professional and personal interest in giving back.

Media Appearances

Bill has no verified media appearances

Work History

9-2022
Managing Director, Partner at EP Wealth Advisors
1-2019 - 9-2022
Managing Partner at Minot Wealth Management, LLC
8-2010 - 1-2019
Business Development Officer at Charles Schwab
6-2007 - 8-2010
Regional Support Specialist at Charles Schwab
1-2006 - 6-2007
Regional Administrative Assistant at Charles Schwab

Education

2001 - 2005
Bachelor's degree from Suffolk University

More Information

Social Presence :

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Exp : 20 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Managing Director, Partner at EP Wealth Advisors
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