CEG Insights was born of a strategic fusion of two industry powerhouses: Spectrem Group, a leader in affluent investor research, and the research team of CEG Worldwide, a renowned advisor coaching firm. This merger, which took place in 2023, combined over 20 years of affluent investor research with extensive coaching experience, creating a unique platform that accelerates advisor success and helps senior executives drive organic growth.Contact Us
CEG Insights
1954 Hayes Lane
San Martin, CA 95046
(888) 396-8639
www.ceginsights.com
Office Hours
Monday-Friday
9:00 a.m. – 5:00 p.m. PT
JOHN BOWEN
CEO and Founder
John Bowen, the CEO of CEG Insights and CEG Worldwide, is a visionary leader with a proven track record of success in the financial services industry. As a former financial advisor managing over $2 billion in assets, John brings firsthand experience and a deep understanding of the wealth management landscape. His leadership and strategic acumen have been instrumental in establishing CEG Insights and CEG Worldwide as leading providers of strategic insights for financial advisors.
John’s commitment to empowering financial services institutions with forward-thinking strategies tailored to affluent clients drives our mission to enable extraordinary organic growth. His dual role as CEO of both CEG Insights and CEG Worldwide ensures seamless integration of research, coaching and strategic insights across both organizations, providing our clients with comprehensive services to excel in the wealth management industry.
GEORGE WALPER
Managing Principal of Strategic Research
George Walper, the managing principal of strategic research at CEG Insights, is a seasoned leader with a solid track record of success in the financial services industry. With over 30 years of experience serving the high-net-worth and retirement services markets, George brings knowledge and deep industry insights to his role. His strategic vision and commitment to excellence have been pivotal in shaping the strategic direction of CEG Insights.
George’s dedication to providing senior executives with actionable insights to enhance financial advisors’ service quality is at the heart of our mission to drive organic growth. At CEG Insights, he ensures a comprehensive research approach, integrating our capabilities with the coaching expertise of CEG Worldwide. This synergy provides our clients with a holistic suite of services, empowering them to excel in the competitive landscape of wealth management.
CATHERINE MCBREEN
Managing Principal of Wealth Management Research
Catherine McBreen, the managing principal of wealth management research at CEG Insights, is a respected leader with a proven track record in the financial services industry. Her deep understanding of the needs and concerns of high-net-worth families gives her a unique perspective in her role.
Catherine’s dedication to delivering research that provides insights into investor preferences, key concerns and advisor relationships is central to our mission to drive organic growth. In her role at CEG Insights, Catherine ensures that our research is comprehensive, relevant and actionable, providing a solid foundation for our clients to make strategic decisions and maintain a competitive edge.
DENNIS GALLANT
Managing Principal of Strategic Solutions
Dennis Gallant is the Managing Principal of Strategic Solutions for CEG Insights, where he empowers financial services executives with actionable strategies to enhance advisor productivity and drive success in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) markets. With over 25 years of experience, Gallant has established a proven track record of delivering transformative results for independent broker-dealers, wirehouses, asset managers, large RIAs, private equity firms, and fintech platform providers.
A recognized consulting, research, and strategic advisory expert, Gallant has helped firms achieve significant ROI through innovative, advisor-centric solutions. His career includes roles at ISS Market Intelligence, where he supported asset managers on distribution trends, and Datos Insights, focusing on wealth management and fintech markets. Previously, he founded GDC Research, delivering customized consulting solutions, and was a Director at Cerulli Associates, leading intermediary and advisor research initiatives. Gallant’s deep expertise and strategic insights continue to shape the wealth management industry, driving growth and innovation across financial services.
Schedule a private strategy call with Dennis.
ROBIN BLACK
Managing Principal of Strategic Partnerships
With her belief in leading a life of significance, Robin Black is the managing principal of strategic partnerships at CEG Insights and CEG Worldwide, one of the leading coaching firms for top financial advisors. With over 25 years of experience in project management, she brings innovation and creativity to her role, managing extensive corporate enterprise relationships and leading sales consultant teams.
Robin’s professionalism and deep respect for clear communication, best practices and continuous process improvement make her an invaluable asset to our team. Robin’s role is crucial in strengthening our relationships with corporate clients at CEG Insights and CEG Worldwide, driving growth, and enhancing client satisfaction.
HEATHER O’DONNELL
Managing Principal of Operations
With over 25 years of management experience, Heather O’Donnell is the managing principal of operations at CEG Insights and CEG Worldwide. Her deep industry knowledge and unwavering commitment have enabled her to implement strategic initiatives that drive growth and enhance client satisfaction.
Heather oversees the day-to-day operations of CEG Insights, ensuring that our services consistently meet the high standards our clients expect. Under her leadership, CEG Insights has become a market leader in providing strategic insights for executives and financial advisors.
KATHY DORDICK
Senior Director of Research and Client Engagement
Kathy Dordick serves as a Senior Consultant with CEG Insights. Kathy plays a pivotal role in the creation of survey instruments and analysis of CEG Insights research and custom projects. Kathy incorporates her first-hand industry knowledge when providing comprehensive recommendations for clients to implement.
Kathy’s proficiency spans survey design, data interpretation, custom research development and research methodology. She understands the implications of CEG Insights research as it relates to the financial services world. Beyond her analytical skills, Kathy is adept at client relations, drawing from her firsthand experience to navigate the intricate demands of the advisory industry.
ERIC MCDONALD
Senior Director of Data Analytics
Eric McDonald is a leading expert in data analysis and a pivotal figure in the financial services market research industry. With 11 years of specialized experience, he is responsible for the creation and analysis of a diverse range of research projects. His expertise encompasses data analysis, report writing, project report production, and research methodology.
Eric provides invaluable insights and comprehensive recommendations, empowering clients to make data-driven decisions in the complex landscape of financial services. His deep understanding of the implications of research findings sets a new standard in delivering actionable strategies for clients. At CEG Insights, Eric continues to be a cornerstone in driving the company’s success through his analytical prowess and strategic initiatives.
LEO PEPITO
Design Specialist
Leo Pepito is a multifaceted design specialist, photographer, and video editor, boasting a well-documented track record of producing exceptional content across a variety of platforms. Specializing in the financial sector, Leo has a unique ability to design compelling, targeted content that resonates with financial professionals. His use of industry-standard tools, including the Adobe Production Suite, further solidifies his creative acumen and positions him for success.
At CEG Insights, Leo’s diverse range of skills and unwavering commitment to delivering high-quality design products make him an invaluable asset to the team. His contributions are not only enhancing the company’s creative output but are also poised to drive forward-thinking innovation and elevate the CEG Insights brand to new heights.
