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Illustration of Assignments
Completing hundreds of searches within the Investment Industry through almost two decades, Kathy Freeman Company brings direct experience and extensive national relationships represented through the broad range of firms, products and distribution focus listed below.
Types of Firms
- Asset Managers
- Wealth Managers
- Trust / Private Banking
- RIA's
- Service Provider Firms
- Investment Technology Firms
Types of Products
- Mutual Funds
- SMA's
- UMA's
- Managed Account Platforms
- Retirement Products
- Alternative Investments
- Charitable Gift
- Annuities
- Custody
- Technology
Representative Searches / Distribution
- EVP, Sales and Marketing
- Institutional Sales
- Chief Marketing Officer
- Regional Manager, RIA
- Vice President, Sub Advisory
- President - Private Client
- SVP, Strategic Accounts
- National Sales Manager
- Divisional Sales Manager
- Relationship Manager
- Consultant Relations
- SVP, DCIO
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"Kathy Freeman Godfrey's deep experience and extensive industry network establishes instant credibility"
John Hackett
Chief Marketing Officer
Calamos Investments
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