Christopher Shutler

Chris Shutler

+1 312 364 8197
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Specialties:  Asset Management, Financial Technology

Chris Shutler, CFA, joined William Blair in 2007 and specializes in asset management and financial technology. Previously, Mr. Shutler worked at Credit Suisse as an associate analyst covering educational and business services companies. He received his B.B.A. degree in finance and business economics from the University of Notre Dame.

Focus Financial Partners Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Focus Financial Partners Inc. (FOCS $38.48), a leading partnership of independent, fiduciary wealth management firms in the RIA (registered investment advisor) industry. Learn More

Blucora, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Blucora, Inc. (BCOR $24.10), which provides technology-enabled financial solutions to two market segments: wealth management and digital DIY tax preparation. HD Vest is the largest broker-dealer in the United States focused primarily on providing wealth management solutions to tax professionals. TaxAct is the third-largest provider of tax preparation software in the United States, measured by revenue. Learn More

Victory Capital Holdings, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Victory Capital Holdings, Inc. (VCTR $13.08), an integrated multi-boutique asset management firm providing investment autonomy and centralized distribution and support to its investment franchises. Learn More