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Clientele
The Kathy Freeman Company is privileged to have worked with some of the most prestigious investment and investment technology firms in the country. A sampling of our clientele over the years encompasses:
- ADP
- Advent Software
- Agile Group
- Alliance Bernstein
- Allstate Distributors, LLC
- Bernzott Capital
- ByAllAccounts
- Calamos Investments
- Congress Asset Management
- Hennessy Funds
- Hirtle Callaghan
- Lincoln Financial
- Managers Investment Group
- National Financial
- New York Life Investment Management
- Oberon (now Envestnet)
- Pacific Capital Bancorp
- Placemark Investments
- RBC
- Schroders Investment Management
- SEI Investments
- TD Ameritrade Institutional
- Wells Fargo Bank
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"The people you hire makes the difference in becoming a Great World Class Company vs. A Good Company. The Kathy Freeman Company has always exceeded my expectations in helping us become that World Class Company. Her high integrity, incredible professional business manner, great energy and choice in talent presented to my firm made the difference."
Norman Malo
Former President & CEO
National Financial Services,
A Fidelity Investment Company
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