Service Providers

Custody

• Investors Bank and Trust
  Judy Murphy, Former SVP, Human Resources
  Kathy takes the time to investigate, analyze and assess the culture and key drivers of the company and the business unit she is representing so that she can uniquely sell the company while ferreting out the right culture fit as well as the best candidate for the job. This ability aligned with her judgment, keen assessment skills, thorough interviewing technique and the highest level of consistently professional conduct, have clearly differentiated her among the search professionals I have worked with over the years.
  
  
• Fidelity Institutional Wealth Services
  Michael Romano, Regional Vice President
  I’ve known Kathy Freeman since 1997, and in that time she has clearly differentiated herself from other executive recruiters. Her integrity, personalized approach to my needs, communication skills, and sound judgment has resulted in consistently successful searches over the past 12 years.
  
  
• Fidelity Institutional Wealth Services
  Dan Cronin, Former Regional Vice President
  Your knowledge of the RIA industry and marketplace is second to none in the executive recruitment business.
  

Correspondent Clearing

• National Financial
  John Vanderheyden, Former SVP
  I have had the privilege of working with Kathy Freeman and her organization over the past several years on a number of search assignments. It has been a tremendous experience and I would recommend Kathy Freeman Company to any executives looking to recruit top quality individuals to their firms.
  
  Prior to using Kathy Freeman I had worked with several different search organizations. Each had their own strengths, but Kathy brought something unique to the relationship. She is the only one who acted as though she was a manager on my team with the same long-term interests and concerns in the candidate’s success as me.
  

Turnkey Asset Management Provider

• Oberon Financial (Now part of Envestnet)
  Richard Dion, Former CEO
  While I clearly view Kathy as a valued business partner, it is her sourcing and evaluation skills that truly set her apart from other search professionals. She is a very good judge of talent, and has an impressive network of industry contacts from which to recruit. Kathy is extremely organized in helping define (with actionable specificity) the critical elements of positions to be filled and the relative importance of the skills and experience of potential candidates. But what is most impressive is Kathy’s ability to constantly refine the evaluation process based on feedback and reflection. In each of the searches that Kathy conducted for me, we very quickly converged on what we were looking for in the “perfect” candidate. This prevented Oberon from having to make a trade-off between (a) finding the right candidate, and (b) filling critical positions quickly (very important in a start-up situation).
  

UMA Provider

• Placemark Investments
  Richard Dion, COO
  On every dimension, Kathy Freeman is an outstanding partner. As an accomplished industry professional, Kathy has built a valuable network of contacts, allowing her to both source talent and stay abreast of industry developments.