Kathy Freeman Company | Executive Search | Investment Industry
Executive Search & Human Capital Consulting for Financial Services
Kathy Freeman Company
EXECUTIVE SEARCH FOR WORLD-CLASS INVESTMENT COMPANIES
DEDICATED TO THE PERFECT FIT
Learn MoreAREAS OF EXPERTISE
DELIVERING EXCEPTIONAL RESULTS SINCE 1992
Asset Management
Asset management is undergoing dynamic change. It is no longer just about consolidation; it is about re-imagining how business should or could be done going forward. We help our clients gain access to critical, strategic, and innovative talent who can forge change for continued success.Board of Directors
An effective and independent board requires diverse perspectives and skillsets. Today’s regulatory environment demands a heightened level of sophistication and governance to address the growing complexity of board responsibilities. We help firms refresh their boards to meet the industry’s challenges.Brokerage
The traditional brokerage business is being re-drawn by the new fiduciary standard and disruptive technology. We engage with leaders who understand the advisor community and have the strategic vision to power the growth of brokerage firms.Wealth Management
A wave of retirements, M&A, and robo-advisors are creating new challenges for the wealth management industry. We help wealth management firms and family offices engage high-impact players who are committed to growth and appreciate the importance of delivering a personalized and consultative wealth management experience for every client.Investment Consulting
As the investment consulting business continues to mature, successful firms must recruit talented individuals who think strategically about the future needs of their clients. We work with investment consulting firms to define, assess, and attract executives who possess the multi-faceted skill sets necessary to develop innovative solutions.Fintech
We understand where financial technology intersects the investment industry. Successful fintech firms need domain expertise to drive business and bring innovation to financial services. We canvass the talent landscape to engage entrepreneurial individuals with investment expertise and an appetite for technology.
Representative Searches
Executive Leadership & Board Of Directors
Sales & Distribution Leadership
Marketing Leadership
INDIVIDUAL CONTRIBUTORS
TESTIMONIALS
We have engaged with Kathy Freeman Company twice in the last five years to helps us hire two high profile strategic leaders. They took the time to understand our firm and the position so that they could effectively represent us in the marketplace. For each role, we had great candidates who had the right experiences, were a good cultural fit, and felt excited about the firm and the position. The hires were able to come in and hit the ground running because of the excellent work done in the search process.
Michael Manning, Managing Partner
NEPCKathy Freeman Company is a tremendous resource in the executive recruitment space. From beginning to end, their process was tailored to meet our needs, and it resulted in the identification of top talent in an efficient and timely fashion. Even in an extremely competitive marketplace, they were able to deliver an array of candidates with a range of backgrounds and styles. The company provided an excellent framework for us to analyze both our firm's needs and the current state of our executive team, as well as the talent pool available. In addition to recruiting, we found them to be a great source for industry information and professional contacts.
Kathleen Holman, Chief Administrative Officer
Davenport & CompanyKathy Freeman Company provided an excellent slate of candidates to consider, recommending those who beyond being skill appropriate, were also the right cultural fit. They did an excellent job of managing the process always keeping the leadership and the candidates informed every step of the way. I would highly recommend Kathy Freeman Company and would not hesitate to use them for searches in the future.
Paul Schaeffer, Industry Advisor
Aquiline Capital PartnersKathy Freeman Company brings a unique partnership mentality to their work. They take the time to thoroughly understand the role, the company and the exiting leadership to ensure that the candidates presented are both technically and temperamentally compatible. They are an invaluable resource in assembling high performance leadership teams.
Derek Burke, Former President
Waddell & ReedI've worked with Kathy Freeman Company as a client for over 20 years across various firms. In every organization and with each engagement, they bring a rigorous and thorough search process that is customized not only to the position specifics and competitive marketplace, but as importantly, to the culture and unique nuances of the organization. They care about client satisfaction and excel in communication, deadline management and candidate assessment. There is no one better to handle an executive search in the financial services than Kathy Freeman Company.
Judy Murphy, Principal & Director of Human Resources
NEPCI've had the unique experience of working with Kathy Freeman Company as both an executive candidate and client throughout the past 20 years. Their adherence to a very disciplined process and customized approach consistently provides the best possible fit between client and candidate. Our partnership has resulted in continual successes with the candidates we've hired, both from a business and cultural perspective.
Paul Lonergan, President
Congress Wealth Management
INSIGHT
PERSPECTIVE ACROSS DECADES OF CHANGE
About Kathy Freeman Company
Kathy Freeman Company is a U.S. based strategic advisor to the investment industry and a national, retained, executive search firm. Named a Forbes Top 250 Executive Recruiting Firm in 2018 & 2019.
KATHY FREEMAN COMPANY
805.542.0800