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Chris Cotterell

Managing Partner

Water Street Financial

United States, Virginia, Winchester

About Me

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 J

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Profile Information

Managing Partner

Water Street Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Winchester

Virginia

United States

Aug 6, 2024

Work Experience

Water Street Financial

Managing Partner
Jan 2016 - Present
Email: chris@waterstreetfinancial.com

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