Chris Cotterell, CFS
As a founding member of Water Street Financial, Chris is responsible for investment strategies, portfolio construction, and investment due diligence, risk management as well as working with individual clients and overseeing the firm’s individual client business. Chris has worked in the financial services industry for over 25 years. Prior to founding Water Street Financial, he spent over 8 years with First Bank Wealth Management along with his partner, Ryan Oates. During his time at First Bank, he worked with Ryan to grow the private client segment of the division and expand the bank’s offering to its clients. Chris enjoys spending time with his wife Julie and their daughter Peyton. He is currently on the Board of Directors for Our Health.
BS, Bachelor of Science, Slippery Rock University
FINRA Series 7, 9, 10, 63, 66 held through LPL Financial; Life/Health Insurance Licenses; Certified Funds Specialist