In-Depth Experience with Industry Leaders

The Kathy Freeman Company is privileged to have worked with some of the most prestigious investment and investment technology firms in the country. Our client roster for nearly two decades includes:

	ADP
	Advent Software
	Agile Group
	Alliance Bernstein
	Allstate Distributors, LLC
	BARRA
	Calamos Investments Congress Asset Management
	Fidelity Investments
	Geronimo Financial Hennessy Funds Hirtle Callaghan Investors Bank and Trust
	Lincoln Financial
	Managers Investment Group National Financial
	New York Life Investment Management
	Pacific Capital Bancorp Placemark Investments
	RBC SEI Investments TD Ameritrade Institutional
	Wells Fargo Bank

“As a senior executive with 20 years experience in financial services, I place a great deal of value on building partnerships with professionals who place the same level of importance on integrity, honesty, and effective partnering. Kathy has consistently exceeded my expectations in each of these dimensions.”

Richard Dion, COO
Placemark Investments