Best Advisor is published by Spectrem Group, the premier research and consulting firm in the wealth and retirement industry.
Chicago-based Spectrem Group has been studying investors for the past 20 years. Each year, interviews and surveys are conducted in 25,000 to 30,000 households to discern their financial needs and preferences. These findings are distributed in a series of publications to the financial services industries. The Spectrem Millionaire Investor Confidence Index (SMICI) ? and the Spectrem Affluent Investor Confidence Index (SAICI) ® are published monthly and are used by the media and the financial community as barometers to measure the economic health of the nation.
Catherine S. McBreen is Managing Director of Spectrem Group, a research and consulting firm that specializes in the affluent and retirement markets, as well as President of Spectrem’s Millionaire Corner. Spectrem is publisher of the monthly Spectrem Affluent Investor Confidence Index (SAICI®) and Spectrem Millionaire Investor Confidence Index (SMICI®) as well as the newsletters "High Net Worth Advisor Insights," "Affluent Market Insights" and "Retirement Market Insights."
Spectrem’s Millionaire Corner website is an SEC-approved process for providing consumers with client ratings of advisors as well as educational and informative articles based on current news events and insights from Spectrem’s research. Millionaire Corner enables advisors to bridge client satisfaction surveys with advertising since the SEC allows the Millionaire Corner ratings to be posted on their site.
During her tenure at Spectrem, McBreen has helped clients enter new markets, assisted them in forming strategic alliances and partnerships, implemented Internet strategies and designed various distribution strategies. An attorney by training, McBreen has used her industry and legal knowledge to analyze mutual fund complexes, design distribution practices and develop products and strategies for the high net worth and personal trust markets. Prior to joining Spectrem, McBreen was a senior attorney and Vice President and Product Manager for Harris Trust and Savings Bank.
McBreen has a B.S. in speech communications from Northwestern University and a J.D. from DePaul University College of Law. She is a member of the American Bar Association, the Illinois Bar Association and the Chicago Bar Association.
Well-known for her expertise in the affluent and retirement arenas, McBreen is a frequent speaker at client events as well as industry conferences including the Private Asset Management (Institutional Investor Wealth Management Forum), Financial Advisor Magazine's Annual Financial Advisor Symposium and the International Business Forum (Pension & Investments 401(k) Conference). She has been quoted widely by the financial media, including The Financial Times, The Wall Street Journal, Research, Private Asset Management, On Wall Street, Reuters, Bloomberg News, the Dow Jones Newswires and Worth, and has appeared as a guest on CNBC Closing Bell, First Business Morning News, KGO Radio San Francisco, ABC and CBS Radio.
McBreen is also co-author with Spectrem President George H. Walper, Jr. of the book "Get Rich, Stay Rich, Pass It On: The Wealth-Accumulation Secrets of America's Richest Families" (Portfolio, January 2008).
Donald Liebenson writes news and features for Millionaire Corner. He has been published in the Chicago Tribune, The Chicago Sun-Times, The Los Angeles Times, Fiscal Times, Entertainment Weekly, Huffington Post, and other outlets. He has also served as a marketing writer for Chicago-based Questar Entertainment and distributor Baker & Taylor.
A graduate of the University of Southern California, he is married with a college-age son (you can email your donations here). He also writes extensively about entertainment.
Kent McDill is a staff writer for Millionaire Corner. McDill Spent 30 years as a sports writer, working for UnitedPress International and the Daily Herald of Arlington Heights, Ill. From 1988-1999, he covered the Chicago Bulls for the Daily Herald, travelling with them every day through the nine-month season. He also covered the Bulls for UPI from 1985-88, and currently covers the team for www.nba.com. He has written two books on the Bulls, including the new title "100 Things Bulls Fans Should Know And Do Before They Die," published by Triumph Books. In August 2013, his new book "100 Things Bears Fans Should Know And Do Before They Die" gets published.Google
In 2008, he resigned from the Herald and became a freelance writer. The Hearald hired him to write business features and speeches for the Daily Herald Business Conferences and Awards presentations.
McDill also writes a monthly parenting column for the Herald's Suburban Parent magazine.
McDill is the father of four children, and an active fan of soccer, Jimmy Buffett and all things Disney.
George H. Walper Jr. is President of Spectrem Group. At Spectrem, Walper brings to clients more than 30 years of experience servicing the high net worth and retirement services markets. His specific emphasis is product development, marketing, sales and client service. Prior to joining Spectrem, Walper was Senior Vice President at Harris Trust and Savings Bank, where he oversaw the bank's Institutional Trust business, and earlier was a Trust Officer at The Northern Trust.
Walper has a bachelor's degree in business from the State University of New York College at Buffalo and a master's degree in business administration from the J.L. Kellogg Graduate School of Management at Northwestern University.
Within the financial services industry, Walper is a well-known figure and frequent speaker at industry events, has been quoted widely by the financial media, including The Wall Street Journal, The Financial Times, Money, InvestmentNews, Reuters, Dow Jones Newswires. Bloomberg News and Worth, and has appeared as a guest on CNBC On the Money, CNBC Morning Call, CBS Radio, ABC Radio and FOX Business News.
Walper is also co-author with Millionaire Corner President Catherine S. McBreen of the book "Get Rich, Stay Rich, Pass It On: The Wealth-Accumulation Secrets of America's Richest Families" (Portfolio, January 2008).