Legacy Announces Partnership with BlackRock

We are excited to announce that Legacy Management Group has been named one of 20 organizations in the United States to participate in BlackRock for Universities (BLK4U), providing our team with hands-on access to BlackRocks’s Aladdin platform.

Through this collaboration, our analysts will learn to approach portfolios and risk the way professionals do, guided by an incredible group of BlackRock leaders we put together who are all proud University of Michigan alumni and will serve as Relationship Managers for our organization

Marissa Putter – Director & COO, Aladdin Product Management, BlackRock

Charles Park - Head of Americas and Global Investment Advisory Compliance; Cheif Compliance Officer (CCO)

Eric Metz, CFA – Managing Director, CIO & Co-Founder, SpiderRock Advisors

Jordan Rand - Managing Director, BlackRock

Jay Klein – Managing Director, BlackRock

Sara Allen - Director, BlackRock Global Partners Office

Jeffrey Janer – iShares Market Leader, BlackRock

Jeff Leaf, CFA - Director and Market Leader, BlackRock’s US Wealth Advisory Group

Joshua Friedman, CFA – Executive Director, Private Financing Solutions (Private Credit), BlackRock

Fangzhou Deng – Director, BlackRock

Jillian Shanus – Vice President, Aladdin, BlackRock

Mark Orans, CFA - Vice President, BlackRock

Haley Talen - Vice President - Aladdin Client Engagement

Anthony Zhou – Associate, Private Financing Solutions (Private Credit), BlackRock

Blake Dinger, CFA – Portfolio Manager, BlackRock

Sarah Mitz – Market Analyst, BlackRock

Thank you to BlackRock’s campus recruiting team and the incredible Michigan alumni who are supporting this effort. We are grateful for your partnership and excited to continue building our relationship with BlackRock.