George Walper Jr.
George brings to clients more than 30 years of experience serving 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 (now BMO Harris) and earlier was a Trust Officer at Northern Trust.
Walper has a bachelor's degree 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 frequent speaker at industry events, is quoted widely by the financial media and a frequent guest on major television and radio programs.
Walper is also co-author with Spectrem Managing Director 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).
During her tenure at Spectrem, Cathy has helped clients enter new markets, assisted them in forming strategic alliances and partnerships, implemented Internet strategies, and designed various distribution strategies. Prior to joining Spectrem, McBreen was a senior attorney and Vice President and Product Manager for Harris Trust and Savings Bank (now BMO Harris) and prior to that with a Chicago Law firm.
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.
Well-known for her expertise in the affluent and retirement arenas, McBreen is a frequent speaker at client events as well as industry conferences, She is frequently interviewed by the leading financial publications and has made numerous guest appearances on television and radio business programs.
McBreen is also co-author with Spectrem President George Walper Jr. of the book "Get Rich, Stay Rich, Pass It On: The Wealth-Accumulation Secrets of America's Richest Families" (Portfolio, January 2008).
Director of Business Development
Randy works closely with Spectrem’s clients to ensure they are leveraging Spectrem’s primary and custom research capabilities enabling them to enhance the services they provide to wealthy investors, retirement participants and advisors. Prior to Spectrem, Randy was with First American Bank and was formerly an equity trader.
Randy received a bachelor of the arts in finance from the University of Illinois at Urbana-Champaign and his MBA from the Liautaud Graduate School of Business at the University of Illinois at Chicago.