CEO Succession Plans – COVID-19’s Impact on RIAs & Multi-Family Offices – June 2020

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.

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• Talent Trends Report – Asset Management Distribution Leadership – October 2020
• CEO Succession Plans – COVID-19's Impact on RIAs & Multi-Family Offices – June 2020
• 10th Annual Executive Talent Trends Report – 2019