Chris Shutler, CFA in

Chris Shutler, CFA

Researcher · DISC type Cs
Head of Strategy at Orion
📍 Chicago, Illinois, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
Head of Strategy
Job Level
Mid-senior
Location
Chicago, Illinois, United States
Personality Overview

How Chris shows up

ROI Seeker
Process Focused
Perfectionist

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Chris cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2024
Head of Strategy
Orion
7-2022 - 9-2024
Head of Strategic Development & Market Intelligence
Envestnet, Inc
4-2021 - 7-2022
Head of Market Intelligence
Envestnet, Inc
11-2009 - 3-2021
Equity Research Analyst
William Blair
6-2007 - 11-2009
Senior Equity Research Associate
William Blair
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 2000
Bachelor of Business Administration - BBA
University of Notre Dame
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other Orion Employees

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