former Managing Director and Senior Equity Research Analyst at William Blair & Company
Christopher Shutler is a former Managing Director and Senior Equity Research Analyst at William Blair & Company, where he specialized in coverage of the wealth management, asset management, and financial technology sectors for nearly 14 years. He has provided research insight on companies including AMTD IDEA, and his performance as an analyst featured a 100% success rate and an average return of 64.6%. Shutler began his career at William Blair in 2007, progressing through various research roles until 2021 before moving to Envestnet as Head of Market Intelligence and subsequently joining Orion Advisor Solutions in a top strategy post. He is a CFA charterholder and has held multiple securities licenses throughout his career.
Christopher Shutler of William Blair & Company asked for a breakdown of retail and institutional net new assets between new and existing clients.
President, CEO & Director Timothy Hockey stated that the company does not disclose that specific data. He then offered the analyst an opportunity to ask a different question.