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

Chris Cotterell
Managing Partner
Water Street Financial
United States, Virginia, Winchester
About Me
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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