Steven Blenn of Legacy Capital Management Named to Barron’s Top 1,000 U.S. Financial Advisors, Ranking Among the Top 3 Independent Firms in New York
Steven Blenn, Chief Investment Officer and CEO of independent investment advisory firm Legacy Capital Management, has been named to Barron’s annual ranking of top U.S. Financial Advisors, one of only a handful of independent financial advisors in the state of New York to earn this distinction. Mr. Blenn founded Legacy Capital Management in 1992 as one of the first firms to integrate investment management, financial planning, and tax management under one roof.
Barron’s, a financial weekly newspaper published by Dow Jones & Company, compiles the rankings based on data provided by over 4,000 of the nation’s most productive advisors. Factors weighed in the rankings include assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
“I am honored to be included on this list of top advisors,” said Mr. Blenn. “It’s great to be recognized by a publication like Barron’s for our hard work, but ultimately, I think this is recognition of the fact that Legacy Capital Management puts its clients first. We look forward to continuing to do what is best for them.”
In 2012 Mr. Blenn was named to Barron’s list of Top 100 Financial Advisors, Top 100 Independent Advisors and Top 1,000 Advisors and in 2011 was named to Barron’s Top 100 Independent Advisors, as well as the Top 1,000 Financial Advisors list. Each of these track the performance of financial advisory firms across the country via the aforementioned criteria.
About Legacy Capital Management
Legacy Capital Management serves the business community with professional unbiased opinion on business transaction and value. We represent businesses that have an enterprise value in the one million to fifty million range. We are highly recognized and respected and have transaction experience across many industries. Our twenty years of combined M & A experience gives us a keen understanding of the unique needs of business owners during a “for sale period”. We also understand the trials and tribulations of operating a company especially when going to market and are fully dedicated to our clients needs.
Ms. Kimberly Powell – PR Consultant
Legacy Capital Management
New York, NY