WEST CHESTER, Pa., April 17, 2023 (GLOBE NEWSWIRE) -- Ernst & Young LLP (EY US) today announced that Patti Brennan, CEO of Key Financial, Inc. was named an Entrepreneur Of The Year® 2023 Greater Philadelphia Award finalist. Now in its 37th year, Entrepreneur Of The Year is one of the preeminent competitive business awards for transformative entrepreneurs and leaders of high-growth companies who are building a more equitable, sustainable and prosperous world for all.
Brennan was selected by an independent panel of judges. Entrepreneurs were evaluated based on their demonstration of building long-term value through entrepreneurial spirit, purpose, growth and impact, among other core contributions and attributes.
“For nearly 40 years, this award has recognized audacious, game-changing business leaders, and seeks to recognize people who advance new ideas and innovative concepts. Key Financial was born on the premise that people are not their money, and that real wealth management is about holistic advice delivered in an unbiased and personal way. Caring for the person is as important as caring for the investment. I am grateful that a stubborn Irish woman who started out with little industry background can be recognized by a program with this legacy. To say that I am honored is a bold understatement.”
Regional award winners will be announced on June 8, during a special celebration. The winners will then be considered by the National judges for the Entrepreneur Of The Year National Awards, which will be presented in November at the annual Strategic Growth Forum®, one of the nation’s most prestigious gatherings of high-growth, market-leading companies. The Entrepreneur Of The Year National Overall Award winner will then move on to compete for the EY World Entrepreneur Of The Year™ Award in June 2024.
The Entrepreneur Of The Year program has recognized more than 11,000 entrepreneurs throughout the US since its inception in 1986, and it has grown to recognize business leaders across 145 cities in over 60 countries around the world.
Sponsors
Founded and produced by Ernst & Young LLP, the Entrepreneur Of The Year Awards include presenting sponsors PNC Bank, N.A.; SAP America; and the Kauffman Foundation. In Greater Philadelphia, sponsors also include CRESA; Donnelley Financial Solutions (DFIN); Lockton; Ballard Spahr LLP; Morgan, Lewis & Bockius LLP and Troutman Pepper LLP.
About Entrepreneur Of The Year®
Entrepreneur Of The Year® is the world’s most prestigious business awards program for unstoppable entrepreneurs. These visionary leaders deliver innovation, growth and prosperity that transform our world. The program engages entrepreneurs with insights and experiences that foster growth. It connects them with their peers to strengthen entrepreneurship around the world. Entrepreneur Of The Year is the first and only truly global awards program of its kind. It celebrates entrepreneurs through regional and national awards programs in more than 145 cities in over 60 countries. National Overall Award winners go on to compete for the EY World Entrepreneur Of The Year™ title. Visit ey.com/us/eoy.
About EY Private
As Advisors to the ambitious™, EY Private professionals possess the experience and passion to support private businesses and their owners in unlocking the full potential of their ambitions. EY Private teams offer distinct insights born from the long EY history of working with business owners and entrepreneurs. These teams support the full spectrum of private enterprises including private capital managers and investors and the portfolio businesses they fund, business owners, family businesses, family offices and entrepreneurs. Visit ey.com/us/private.
About EY
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On a local level, Brennan proudly serves on the Board for the Penn Medicine Chester County Hospital, the YMCA of Greater Brandywine, the MIT AgeLab and Connect Thru Cancer. She has formerly served on the Boards of the Chester County Economic Development Council and SEEDCO.
As the President and CEO of Key Financial for over 30 years, Brennan provides comprehensive wealth management with integrated strategies that are unique to each client. Known for her ability to see the impact of the little details on the big picture, Brennan is known for communicating complex financial concepts in simple, understandable and meaningful terms. Brennan has guided standing room only audiences with her wisdom, perspective and practical advice through some of the most challenging times in our country. Brennan and her team also produce The Patti Brennan Show, a podcast dedicated to helping improve the listener's net worth. It can be found on iTunes, Google Play, Stitcher and Spotify. The show is biweekly and covers timely financial topics as well as economic forecasts and market discussions. With assets under management of just under $2 billion as of April 2023, Key Financial, Inc. provides comprehensive financial planning and wealth management services and is located at 1045 Andrew Drive Suite A West Chester, PA. For information about the firm's planning services or to speak with Patti Brennan, call (610) 429-9050 or visit www.keyfinancialinc.com.
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
The Barron’s Winner’s Circle Top 1200 are select groups of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.barrons.com for more information.
The Forbes ranking of America’s Top Women Wealth Advisors and Top 250 Wealth Advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation, certification, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if KFI is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, KFI did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of KFI by any of its clients.
The Ernst & Young Entrepreneur Of The Year award recognizes the endeavors of exceptional men and women who create the products and services that keep our worldwide economy moving forward.
| Contact: | Patti Brennan | |
| Company: | Key Financial, Inc. | |
| Tel: | 610-429-9050 | |
| Email: | pbrennan@keyfinancialinc.com | |
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/3706d33d-9ce6-4d39-b6da-50a379388b88
