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Private Bank / Trust / Wealth Management | Asset Management Firms / Insurance Companies / Alternative Investments | Service Provider Firms | Candidate Testimonials
Private Bank / Trust / Wealth Management
Private Banking / Trust Companies
- Congress Asset Management
Dan Lagan, President, CIO
Kathy is wonderful to work with. She took the time to dig deeply into our firm and to uncover, in detail, what we were looking for. She presented a great slate of candidates which allowed us to fill a challenging role much faster than we had anticipated. Her knowledge of the industry and the market was instrumental in finding the right fit for us.
Wealth Management / Registered Investment Advisory
- Hirtle Callaghan and Co, Chief Investment Officers
Eric Newman
Human Resources Executive
Effective recruiters need to understand more than just the requirements of the role. They need to gain an intimate understanding of the client, their culture, and the interdependency a role has within an organization in order to be successful. Through Kathy's process, she develops this understanding and applies it to find candidates of outstanding character and competence that can hit the ground running.
- Bernzott Capital Advisors
Kevin Bernzott, CEO
Working with the Kathy Freeman Company has proven both timely and cost-effective. She has a wide array of contacts coupled with broad industry knowledge, and took the time to understand our business and our culture to ensure the right fit for our recent additions to the firm. We don’t hire anyone without involving Kathy.
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"Your attention to detail, timeliness of communication, professionalism, and results exceeded my expectations."
Rob Shore
Former President
Allstate Financial Distribution Co.
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