Chris Shutler, CFA

Chris Shutler, CFA, is a finance and strategy executive specializing in wealth management, asset management, fintech, and business services. He currently serves as the Head of Strategic Development & Market Intelligence at Envestnet, Inc., a position he has held since July 2022.2

Career Progression

Shutler joined Envestnet in April 2021 as the Head of Market Intelligence.12 Prior to this, he had an extensive career in equity research:

• He spent nearly 13 years at William Blair, including 11 years as an Equity Research Analyst focused on WealthTech, wealth management, capital markets, fintech, and asset management stocks.2
• Before William Blair, he worked at Credit Suisse as an Associate Analyst covering educational and business services companies.2
• Earlier in his career, Shutler held positions at Bank of America and InteCap, Inc.2

Education and Qualifications

• Shutler holds a Bachelor of Business Administration (BBA) in Finance from the University of Notre Dame.2
• He has earned the Chartered Financial Analyst (CFA) designation.2

Role at Envestnet

As Head of Strategic Development & Market Intelligence, Shutler's responsibilities include:

• Providing timely information and insights to help shape Envestnet's strategic roadmap.1
• Enabling Envestnet to serve as a thought leader on wealth management and FinTech trends.1
• Delivering actionable intelligence to Envestnet's constituents to expand solutions for creating "The Intelligent Financial Life™".1

Shutler's industry expertise and customer insights are valuable assets in Envestnet's mission to make financial wellness a reality for everyone.1