Congress Asset Management
Chris Lagan, COO
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.
Congress Asset Management
Dan Lagan, CEO & Chief Operating Officer
Kathy is wonderful to work with. She took the time to dig deeply into our firm and to uncover, in detail, what we were looking for. She presented a great slate of candidates for the Trust Company President role which allowed us to fill a challenging role much faster than we had anticipated. Her knowledge of the industry and the market was instrumental in finding the right fit for us.
Congress Wealth Management
Paul Lonergan, President
I have had the unique experience of working with Kathy on both sides of her process. The difference with the Kathy Freeman Company is their adherence to a very disciplined and customized approach. The end result for the client and candidate is making a match which is both a good business and cultural fit.
National Advisors Trust Company
Bob Kaspar, Chairman of the Board
I thought your preparations for the search committee members and interviewers were great. I really enjoyed you challenging us on the front end of the engagement about the job description. I also believe the time you spent in our office was invaluable.
Russell Parker, Founder
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.
Gary Felsten, Former SVP, Human Resources
Kathy Freeman’s experience and knowledge of the investment industry were critical to the successful completion of the Chief Marketing Officer search. Not only does she have a broad and deep understanding of the industry, she has an extensive network that gives her access to much hidden talent.
shorespeak & Wholesaler Masterminds
Rob Shore, CEO
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.
National Financial Services, A Fidelity Investment Company
Norman Malo, Former President & CEO
The people you hire make the difference in becoming a Great World Class Company vs. A Good Company. The Kathy Freeman Company has always exceeded my expectations in helping us become that World Class Company. Her high integrity, incredible professional business manner, great energy and choice in talent presented to my firm made the difference.
Investors Bank & Trust Company
Judy Murphy, Former Managing Director, 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.
John Hackett, Former Chief Marketing Officer
Several essential elements distinguish the Kathy Freeman Company in the executive recruiting marketplace. The firm demonstrated a comprehensive knowledge of the target role, firm, and culture. From our first interaction, their approach to timely and transparent communication allowed for a robust assessment of the opportunity from candidate and firm perspective. Kathy’s deep experience and extensive industry network establishes instant credibility. Lastly, the firm’s commitment to achieving the best outcome for both the firm and candidate sets them apart.
Dan Cronin, Senior Vice President
Here’s the difference as I compare your firm with others I’ve worked with in the past: YOU are a specialist that targets one industry and YOU are the one that conducts your searches. You have the support of a very dedicated, knowledgeable and courteous staff in your office but YOU are the person that runs the business and gets results! Your knowledge of the RIA industry and marketplace is second to none in the executive recruitment business.
Bob Dochterman, Executive Vice President
Our industry has benefited tremendously from your dedication to working with professionals and companies alike. Personally, your advice and insights are unmatched and invaluable.