Kathy Freeman Company | Executive Search for Financial Services

Executive Search for Financial Services

Firm

Trusted Advisors to the Investment Industry

WHY IS KATHY FREEMAN COMPANY DIFFERENT?

25 Years of Success

For the past 25 years, Kathy Freeman Company has been a catalyst for growth-oriented firms focused on opportunity. Our experience, judgment and extensive network of relationships in the investment industry are why we are the go-to partner for top-tier executive talent increasingly reluctant to make a change.

Dedication to the Perfect Fit

Less than 1% of Kathy Freeman Company’s engagements have resulted in a replacement search – an exceptional track record in executive search. Our repeated, process-driven approach and methodology means our clients can be confident that our well-executed searches will produce a successful return on investment.

A Strategic Partner

Kathy Freeman Company is more than just a world-class, retained, executive search firm. We’re a strategic partner that connects clients with acquisition partners, serves as a trusted advisor and consultant, and delivers market intelligence. Our proprietary research provides differentiated insight that facilitates smart decisions.

THE TEAM


Kathy Freeman Godfrey
President

Kathy Freeman Godfrey offers to our clients more than 30 years of experience identifying, attracting, assessing, and recruiting top financial services talent nationally. 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 authored and contributed to numerous industry publications on talent management and diversity. Kathy Freeman Godfrey received a B.S. in Marketing from California State University, Chico. She lives in San Luis Obispo, CA with her husband and two children.

Chelsea O'Hara
Vice President, Search & Client Services

Chelsea O'Hara joined Kathy Freeman Company in 2013. Chelsea is the front-line ambassador for all client relationships and ensures the highest level of satisfaction across all communications. She also executes key individual contributor searches for our clients. Additionally, she leads the company’s corporate marketing initiatives, spearheads the firm’s annual research study, and provides oversight and direction to research interns. She graduated from California Polytechnic State University, San Luis Obispo with a B.S. degree in Economics and a concentration in Marketing. She lives in the San Luis Obispo area, and in her spare time, enjoys going to concerts, gardening, and spending time with her two mastiffs, Tess & Ella.

 

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 Investment Company
  • Partnership is an often overused term, but in this instance it is truly appropriate. Kathy understands both our business and industry deeply. She 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, her 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

On average, 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

38% of hired candidates in the past 24 months 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, woman-owned, retained, executive search firm serving the investment industry.

KATHY FREEMAN COMPANY
805.542.0800

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