Chris Shutler

Stratège de marché chez Orion Portfolio Solutions LLC

Profil

Mr. Chris Shutler, CFA, is a Head of Strategy at Orion Portfolio Solutions LLC.
He leads the development and execution of Orion’s corporate strategy, including comprehensive market analysis, competitive intelligence, and identifying growth opportunities.
With more than 20 years of experience in strategy, finance, and market intelligence, he most recently served as Head of Strategic Development & Market Intelligence for Envestnet, where he provided industry and competitive insights to inform the corporate roadmap, evaluated merger and acquisition opportunities, and led strategic projects.
Previously, he spent over a decade with William Blair & Company, where he focused on equity research covering wealth management, asset management, and financial technology.
Mr. Shutler holds the Chartered Financial Analyst (CFA) designation and earned his Bachelor of Business Administration with honors in finance and business economics from the University of Notre Dame.?

Postes actifs de Chris Shutler

Sociétés	Poste	Début
Orion Portfolio Solutions LLC	Stratège de marché	01/10/2024

Anciens postes connus de Chris Shutler

Sociétés	Poste	Fin
ENVESTNET, INC.	Corporate Officer/Principal	01/07/2022
William Blair & Co. LLC	Analyst-Equity	01/03/2021
Credit Suisse Securities (USA) LLC (Broker)	Analyst-Equity	-