Orion Announces Chris Shutler as Head of Strategy
Portfolio - People | Dec 10, 2024 | EIN
Orion, a leading provider of wealth technology solutions, has appointed Chris Shutler as Head of Strategy. With over 20 years of experience in strategy, finance, and market intelligence, Shutler will develop and execute Orion's corporate strategy, focusing on market analysis and growth opportunities. Reporting to CFO Mark Mayo, Shutler will serve as a trusted advisor to Orion's executive leadership. Previously at Envestnet, Shutler led strategic development and market intelligence. His extensive experience includes equity research and analyst roles at William Blair & Company, Credit Suisse, Bank of America, and InteCap. Orion's CFO highlights the value Shutler's expertise will bring in identifying growth opportunities and supporting financial advisors with innovative solutions.
Sectors
- Financial Technology
- Wealth Management
Geography
- United States – The companies and entities involved, such as Orion, are based in the United States.
Industry
- Financial Technology – Orion is a provider of wealthtech solutions for financial advisors, placing this article in the financial technology industry.
- Wealth Management – The activity in the article relates to wealth management as Orion's solutions target financial advisors and enterprises serving them.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Orion | Company | Target company | A provider of transformative wealthtech solutions for financial advisors and enterprise firms. |
| Chris Shutler | Person | Head of Strategy | Recently appointed as Orion's Head of Strategy, bringing 20 years of experience in finance and market intelligence. |
| Envestnet | Company | Previous Employer | Shutler's previous employer where he served as Head of Strategic Development & Market Intelligence. |
| Mark Mayo | Person | Orion's Chief Financial Officer | CFO of Orion, to whom Chris Shutler reports. |