Chris Cotterell is a founding member of Water Street Financial, a locally owned and operated wealth and financial management firm that specializes in comprehensive goals based financial planning for individuals and families, investment advisory to non-profits and municipalities, consulting services to retirement plan fiduciaries, and outcomes based financial wellness programs to the participants of employer retirement plans. Water Street Financial is powered by LPL Financial and Wealthcare Advisory Partners.
In his current position, Chris is responsible for investment strategies & portfolio construction as well as working with individual clients and overseeing the individual client side of the firm.
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 earned his Bachelor’s Degree of Science from Slippery Rock University in 1989. He also holds the designation of Certified Funds Specialist.
Chris holds the Series 7, 63, 66, 9 &10 securities licenses through LPL Financial along with Life and Health Insurance licenses. He enjoys spending his personal time with Julie and daughter Peyton. He is currently on the Board of Directors for Our Health.