Kathy Freeman Company | Executive Search | Investment Industry

Executive Search & Human Capital Consulting for Financial Services

Firm

Trusted Advisors to the Investment Industry

Decades of Success


Kathy Freeman Company is the go-to partner for firms looking to hire top-tier executive talent to power their growth and rise above the competition. Our unparalleled understanding of the investment industry and national network of relationships has earned us a national reputation for excellence. Over 99% of our engagements have resulted in a successful fit – an exceptional track record in executive search.

Strategic Business Partner


Kathy Freeman Company is more than just an executive search firm – we are a strategic advisor to the investment industry. We specialize in executive and board of directors search, management assessment, cultural audits, and succession planning. Our proprietary research allows us to provide our clients with differentiated insight which helps them facilitate smarter decisions.

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    • Diversity Resource


    Diversity & Inclusion is a priority for many of our clients, so we work diligently to ensure that diversity and women leaders are included for consideration in every search. We offer additional support to our clients by spearheading D&I roundtable discussions with executive teams to highlight interview best practices and provide tips on how to avoid unconscious bias.

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    • THE TEAM


    Kathy Freeman Godfrey
    Founder & President

    Kathy Freeman Godfrey has more than 30 years of experience attracting, assessing, and recruiting top financial services talent. Since founding her firm in 1992, she has executed hundreds of assignments for C-Suite executives, executive leadership, and high-impact individual contributors. Kathy is recognized for her thought leadership across the industry and serves as a frequent conference speaker and panelist. She has also contributed to numerous industry publications. Kathy graduated from California State University, Chico. She lives on California's Central Coast with her husband and has two children. In her spare time, you can find her golfing, hiking, or cycling.

    Luke Iunker
    VP, Relationship Management

    As VP, Relationship Management, Luke’s responsibilities encompass consulting with clients on searches, assessment of candidates for fit, as well as spearheading the firm’s marketing initiatives and social media presence. Before working at Kathy Freeman Company, Luke worked for a large online sports retailer where he managed a team of 90 individuals in client relations. Luke graduated from Cal Poly State University with a B.S. in Business Management. He lives on California’s Central Coast with his wife, Courtney, and their dog, Margot. In his spare time, you can find Luke playing all kinds of sports including golf, basketball, and pickleball.

     

    TESTIMONIALS

    • The people you hire make the difference in becoming a 'Great World-Class Company' vs. a 'Good Company.' Kathy Freeman Company always exceeded my expectations in helping my firm become that 'World-Class Company.' Their high integrity, incredible professional business manner, great energy and choice in talent presented is incomparable.
      Norman Malo, Retired – Former President & CEO
      National Financial Services, A Fidelity Investments Company
    • Partnership is an often overused term, but in this instance it is truly appropriate. Kathy Freeman Company understands both our business and industry deeply. They combined a repeatable assessment process with broad, high level contacts to present a concentrated slate of exceptionally qualified candidates. Ultimately, with equal concentration on both skillset and culture, their passion for finding the right person shows through.
      Chris Lagan, COO
      Congress Asset Management

    PERFORMANCE

    20 K

    INDUSTRY CONTACTS

    We tap into our national network of 20,000+ industry contacts.
    99%

    ACCURACY

    1+ candidates are hired from our initial slate 99% of the time.
    31

    DAYS

    It takes +/-31 business days to present our first slate of candidates.
    99%

    SUCCESS RATE

    <1% of searches have resulted in a replacement search.
    38%

    DIVERSITY

    In the past 24 months, 38% of our hires were diverse executives.
    5-10

    HOURS

    We conduct 5-10 hours of rigorous assessment with every candidate.

    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

     

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