Manufacturers

Asset Management

Russell Parker, Chief Marketing Officer, FBR Investment Management
There are consultants - and there are consultants that truly invest time in finding out what is the business need. Kathy has distinguished herself as giving the comprehensive attention to fully understand the challenge and providing alternative solutions. The refreshing part of her approach is how deftly it is wrapped in a pleasurable, consistently communicative service model.

Mutual Fund Companies

SEI Investments
Paul Lonergan, Former SVP, Wealth Network
I have had the unique experience of working with Kathy on both sides of her process. I have engaged Kathy in a number of searches that always ended with us finding the right person. Most recently, Kathy pulled me into one of her searches and ultimately placed me in my current role as President of a boutique trust company. The difference with the Kathy and her firm is her adherence to a very disciplined and customized approach. She takes the time necessary to understand the needs of both her clients and the strengths and weaknesses of her candidates. The end result is making a match which is both a good business and cultural fit.

Insurance Companies

Allstate Distributors
Rob Shore, Former President
Business today is awash with providers that over sell and under deliver. It is increasingly rare to find professionals that deliver on their promise. Your firm has done just that.

Alternative Investments

Agile Investments
Neal Greenberg, CEO
I am normally extremely skeptical about the benefits from outside consultants such as yourself and was enormously pleased by how you performed. You proved to be the great exception to the general problem I have experienced with consultants; that they don’t sufficiently drive the process to completion. You certainly did drive the process to completion. You stayed on things from beginning to end and made sure we approached things in an appropriate way at all times. I greatly appreciate all your help and your good focus.

“Your attention to detail, timeliness of communication, professionalism, and results exceeded my expectations.”

Rob Shore
Former President
Allstate Financial Distribution Co.