Orion Welcomes Chris Shutler as Head of Strategy
Orion, a leader in providing innovative wealthtech solutions for financial advisors and their associated enterprises, is excited to announce the appointment of Chris Shutler, CFA, as the new Head of Strategy. In this key position, Chris will steer the development and execution of the company's strategic initiatives, focusing on market analysis and identifying growth opportunities.
Chris Shutler's Background in Wealth Management
With over 20 years of expertise in finance, strategy, and market intelligence, Chris is poised to make a significant impact at Orion. Previously, he was the Head of Strategic Development & Market Intelligence for Envestnet, where he contributed valuable industry insights to shape corporate strategies, evaluate mergers and acquisitions, and lead strategic improvements.
Previous Roles and Expertise
Before his role at Envestnet, Chris dedicated over 13 years to William Blair & Company, focusing on equity research in various sectors such as wealth management, asset management, and financial technology. He also honed his analytical skills in previous positions at Credit Suisse, Bank of America, and InteCap, building a solid foundation for his strategic acumen.
Acknowledgment from Orion's Leadership
Mark Mayo, Chief Financial Officer of Orion, expressed enthusiasm for Chris's arrival, highlighting his extensive experience. Mark stated, "We are thrilled to welcome Chris to our executive leadership team. His wealth of expertise in strategy and market intelligence will enable us to further enhance the value we provide to financial advisors and the institutions that support them." This indicates a strong commitment from Orion to bolster its strategic capabilities.
Chris Shutler's Vision for Orion
Chris has voiced his excitement about joining the team at Orion, stating, “Financial advisors have a crucial role in guiding clients through life’s important milestones. Orion’s platform is uniquely positioned to empower advisors with integrated technology and customized wealth solutions.” His commitment to building a supportive wealthtech community aims to help both advisors and investors thrive.
About Orion’s Comprehensive Offerings
Orion stands out as a premier provider of tech-enabled fiduciary processes that enhance the advisor-client relationship. The company enables financial advisors to Prospect, Plan, Invest, and Achieve within a cohesive, technology-driven environment. Orion's diverse entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO, work in concert to provide a robust offering. This arrangement supports firms in attracting new clients, connecting goals to investment strategies, and tracking their unique financial success metrics.
Orion's Financial Footprint
As of the latest report, Orion services an impressive $4.7 trillion in assets under administration and manages $72.5 billion in wealth management platform assets. Additionally, they support over six million technology accounts, serving thousands of independent advisory firms. Notably, 17 of the top 20 firms recognized by Barron’s leverage Orion’s technology to enhance their operations.
Frequently Asked Questions
Who is Chris Shutler?
Chris Shutler is the new Head of Strategy at Orion, bringing extensive experience in strategy, finance, and market intelligence.
What are Chris Shutler's previous experiences?
Before joining Orion, Chris held leadership roles at Envestnet and William Blair & Company, focusing on market intelligence and equity research.
What is Orion's main business focus?
Orion specializes in providing wealthtech solutions designed to enhance the advisor-client relationship through innovative technology.
How many assets does Orion manage?
Orion services $4.7 trillion in assets under administration along with $72.5 billion in wealth management platform assets.
Which firms use Orion's technology?
Orion supports 17 out of the top 20 RIA firms listed by Barron’s, showcasing its integral role in their business operations.
