Former Envestnet executive and industry analyst Chris Shutler is joining Orion as the firm's head of strategy.
His duties will include market analysis and identifying areas for potential growth through M&A. He will report to Orion's chief financial officer, Mark Mayo.
“Chris' expertise will help Orion identify new growth opportunities and help ensure advisors have the knowledge, tools and support they need to succeed in a rapidly evolving environment,” Mayo said in a prepared statement.
Shutler spent the past 3 1/2 years in a similar role at competitor Envestnet, where he led strategic development and market intelligence efforts.
Prior to Envestnet, Shutler spent almost 14 years at William Blair in various research and analyst roles. For the last 11 of those years, he was an equity analyst covering wealthtech, wealth management AND asset management.