About Hearts & Wallets®
Hearts & Wallets LLC is a growing firm led by two leading research experts in retirement market trends for the financial services industry, Chris J. Brown and Laura H. Varas. Long-time partners Brown and Varas first gained attention for groundbreaking insight into retirement money management trends while collaborating for Financial Research Corporation (FRC). Their work has led to improvements in investment products, support tools and communications for investor groups as diverse as Generations X and Y, Baby Boomers, retirees and small business owners. The goal of Hearts & Wallets is to illuminate unmet investor needs and underserved, yet potentially very profitable customer segments. Brown and Varas’ studies and management presentations are must have resources for retirement industry strategists, product managers and marketing and sales executives.
About Laura VarasLaura H. Varas, principal of Hearts & Wallets LLC, is a thought leader in identifying trends in the retirement industry. She is a leading authority on trends in the development of retirement income products and services, and has an extensive background especially in product management, marketing and distribution, having worked for Citibank, Fidelity Investments, Mercer Management Consulting, Grey Advertising and Colgate Palmolive. She is a frequent speaker at corporate sales events and industry conferences.
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About Chris J. BrownChris J. Brown, principal of Hearts & Wallets LLC, is regarded as a leading authority on retirement market trends, such as the distribution of asset management products in the defined contribution investment-only market. Prior to co-founding Hearts & Wallets LLC, Brown founded and directed the retirement practice at Financial Research Corporation (FRC), established the syndicated research practice at Cogent Research, and founded his own consultancy. He also brings practical insight to clients having experience as a financial consultant with Smith Barney.
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