![Chris Shutler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Chris Shutler
Stratega di mercato presso
Orion Portfolio Solutions LLC
Profilo
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.?
Posizioni attive di Chris Shutler
| Società | Posizione | Inizio |
|---|---|---|
Orion Portfolio Solutions LLC
 Orion Portfolio Solutions LLC Investment ManagersFinance Provides investment advice | Stratega di mercato | 01/10/2024 |
Precedenti posizioni note di Chris Shutler
| Società | Posizione | Fine |
|---|---|---|
| ENVESTNET, INC. | Corporate Officer/Principal | 01/07/2022 |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/03/2021 |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formazione di Chris Shutler
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
99
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Provides investment advice | Finance |
