Chris Shutler

Market Strategist at

Orion Portfolio Solutions LLC

Finance

Consumer Services

Technology Services

Profile

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.?

Chris Shutler active positions

Companies	Position	Start
Orion Portfolio Solutions LLC Orion Portfolio Solutions LLC Investment ManagersFinance Provides investment advice	Market Strategist	2024-09-30

All active positions of Chris Shutler

Former positions of Chris Shutler

Companies	Position	End
ENVESTNET, INC.	Corporate Officer/Principal	2022-06-30
William Blair & Co. LLC William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2021-02-28
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Training of Chris Shutler

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Linked companies

Private companies	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