Celebrating 20 Years of the Perfect Fit!
 


Celebrating 20 Years of The Perfect Fit

Since 1992, retained executive search firm The Kathy Freeman Company has specialized exclusively in attracting, assessing and securing top sales and marketing talent for the investment industry. Our clients include premier asset management firms, wealth managers, private banks and trust companies, investment technology firms and service providers to the investment industry.

These are the executives who make a dramatic difference to your firm's business success. Over the past two decades, we have developed disciplined interviewing and assessment processes that allow us to identify the best and the brightest in this key niche and analyze the characteristics of outstanding performers who continue to raise the bar. Whether our clients are household names or boutiques looking to establish a greater presence, they turn to us to find the executives who will become their motivational leaders, business visionaries and top producers - major contributors who will establish lengthy tenures at their firms.

As we celebrate our 20th anniversary, we would like to express our sincere gratitude to the exceptional people whom we've been privileged to count as both clients and friends over the past two decades.




  • "I would like to offer my sincere congratulations on your 20th anniversary. You were there for me early in my career and have remained there for me ever since. You have been a coach to me over the years and I can always count on you when I need industry information or for introductions to senior contacts. I am grateful for all that you have done for me and look forward to staying in touch."

    Aron Chazen, CEO - Treasury Curve

  • "Congratulations to The Kathy Freeman Company on your first 20 years! The IACPR is proud to have you as a member - and is very appreciative of your strong support of our retained search/corporate recruitment partnerships. You exemplify why boutique firms play such important roles in the recruitment marketplace."

    Kay Kennedy, Executive Director, International Association for Corporate & Professional Recruitment (IACPR)

  • "Congratulations on your firm's 20 year anniversary - a real milestone. Given the challenges of our industry, your ability to survive AND thrive is a real testament to your business model. Continued success!"

    Russ Parker, Chief Marketing & Distribution Officer, FBR Asset Management

  • "Congratulations on your 20 year anniversary! Your success in this business over these volatile years speaks to your dynamic personality, strong relationship building, and the incredible trust and rapport you have with so many central figures in the financial community. You have been quick to identify trends, stay ahead of the pack and become a market intelligence resource for many of us. Thanks for all you do and many more years of success!"

    Brian Brett, Head of Distribution - American Beacon

  • "Congratulations to you and your firm on hitting the landmark 20th anniversary! It is certainly a testament to your industry specific knowledge, very personalized and professional approach, as well as your ability to stay actively in touch with the thought leadership that is driving successful asset management and retirement businesses today. Best wishes for many more successful years!"

    R. Daniel Banis, EVP, Mullin TBG, A Prudential Financial Company

  • "Professional, approachable, knowledgeable, and generous are a few of the adjectives that I have used to describe Kathy Freeman during our 10 year relationship. I'd offer that she is at the head of her class, but she is really in a class by herself."

    Rob Shore, CEO, shorespeak, L.L.C.

  • "Congratulations on your 20th anniversary! I met Kathy when I hired her firm to fill several key positions (while at Fidelity Investments). Her high energy, industry knowledge and exceptional performance have kept that relationship active for almost 20 years."

    Steve Campbell, Managing Director, Citi Private Bank

  • "Kathy Freeman's commitment to recruiting is second to none. Her process is as comprehensive as I've experienced over an 18 year career in Financial Services. While Kathy's profession is recruiting, she has also extended herself to become a marvelous sponsor and coach for professionals -- which engenders a special relationship and allegiance."

    Tim Stinson, SVP, Fidelity Investments

  • "Very few small businesses survive 20 years in this country. Kathy Freeman Co. has because you continuously spread "sunshine" on our industry. You are a delight to work with and a real pro! Here is hoping for another 20 wonderful years!!"

    Bill C. Taylor, Taylor Made Consulting

  • "Congratulations Kathy on 20 successful years! The Kathy Freeman Company has become synonymous with excellence in the asset management recruitment business. Kathy has become a trusted advisor and thought partner to many senior executives in our industry. With her ground breaking industry studies on everything from compensation to executive insights, she has become in incredible partner. I cannot imagine building a business plan in our industry without Kathy as a strategic partner."

    Kevin Rowell, Managing Director, Highmark Capital Management

  • "Congratulations on your 20 year anniversary. Our industry has benefited tremendously from your dedication to working with professionals and companies alike. Personally, your advice and insights are unmatched and invaluable. Wishing you the best for continued success.
    Doc"


    Bob Dochterman, Chief Marketing Officer, Hotchkis & Wiley

  • "You have been hard wired to find the best match for my open searches since we first started working together back in 2005. Your combination of passion for people, and ability to listen to broad concepts and translate them into specific traits and candidate selection is why you have been around for twenty years! Congratulations on your first twenty and I look forward to being a part of your success for the next twenty years. Keep doing what you are doing and stay true to the boutique personal style you have always delivered."

    Peter Dorsey, Director, TD Ameritrade Institutional




© 2012, Kathy Freeman Company. All Rights Reserved.