Chris Shutler, CFA, joined Orion as Head of Strategy in October 2024. 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, Chris 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, Chris spent over a decade with William Blair & Company, where he focused on equity research covering wealth management, asset management, and financial technology. Chris 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.
