Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the appointment of Chris Shutler, CFA, as Head of Strategy. In his new role, Chris leads the development and execution of corporate strategy, including market analysis and growth opportunities. Chris also serves as a trusted advisor and thought partner to the executive leadership team, facilitating effective decision-making and communication while overseeing special projects. He reports to Orion Chief Financial Officer Mark Mayo.

With more than 20 years of experience in strategy, finance, and market intelligence, Chris brings a wealth of relevant expertise to Orion. 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. His prior experience includes more than 13 years with William Blair & Company, where he focused on equity research for the wealth management, asset management and financial technology sectors. Earlier in his career, Chris held analyst roles at Credit Suisse, Bank of America, and InteCap.

A seasoned financial services executive, 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.

“We are thrilled to welcome Chris to our executive leadership team,” said Mark Mayo, Chief Financial Officer of Orion. “His extensive experience in strategy and market intelligence will enable us to further enhance the value we provide to financial advisors and the enterprises that serve them. Chris's expertise will help Orion identify new growth opportunities and help ensure that advisors have the insights, tools, and support they need to succeed in a rapidly evolving environment.”

Chris added, “Financial advisors play a vital role in guiding clients through life’s most important milestones, and the complexity of that responsibility is greater than ever. Orion’s platform is uniquely positioned in the marketplace, empowering advisors with integrated technology and customized wealth solutions that meet them wherever they are in their growth journey. I look forward to collaborating with this experienced team, dedicated to building a wealthtech community where advisors and investors can thrive.”

3064-OAS-11/27/2024

About Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.7 trillion in assets under administration and $72.5 billion of wealth management platform assets (as of September 30, 2024) and supports over six million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024.

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