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.