Luis Fleites

Vice President, Director of Retirement Markets Research

Luis Fleites is vice president, director of retirement markets research where he is responsible for leading Financial Research Corporation’s (FRC’s) research and consulting in both the retail and institutional retirement markets. His role includes the development of primary research, identifying and tracking industry best practices, analyzing and evaluating market developments, market sizing, and addressing other client specific needs. Mr. Fleites is also responsible for leveraging the extensive retirement research developed by FRC to assist clients in arriving at tactical and strategic business decisions through consulting engagements.

Mr. Fleites recently authored IODC Growth Opportunities: Capitalizing on Changes in a Dynamic Market, which is a dedicated FRC study to the Investment-Only Defined Contribution (IODC) market. He is also quoted often by the media and frequently invited to speak at industry conferences as well as client meetings to facilitate strategic planning sessions.

Prior to working with FRC, Mr. Fleites was a strategic consultant with Spring Consulting Group, LLC where he primarily focused on retirement markets. His responsibilities also included broader healthcare and employee benefits markets. Before joining Spring, Mr. Fleites was a senior analyst with Cerulli Associates, responsible for the firm’s retirement research.

Mr. Fleites began his career at State Street Bank and spent five years in various divisions of the bank. Mr. Fleites graduated with a MBA from Boston University’s School of Management, and he has a Bachelor of Arts in international relations from the College of William and Mary.