Chris Cotterell, CFS®

Chris Cotterell CFS®, is a co-founder and Managing Partner of WSF Wealth, where he works closely with individuals, families, businesses, and organizations to help them navigate important financial decisions and pursue their long-term goals. With more than 25 years of experience in the financial services industry, Chris has built his career around creating meaningful client relationships and delivering personalized financial guidance.

At WSF Wealth, Chris oversees the firm’s investment strategies and portfolio management process while leading the individual client advisory practice. He is passionate about helping clients develop comprehensive financial plans that align with their values, priorities, and vision for the future.

Before founding WSF Wealth, Chris spent more than eight years with First Bank Wealth Management, where he partnered with Ryan Oates to grow the bank’s private client division and expand its wealth management services. His experience across investment management, financial planning, and client relationship development continues to shape the firm’s commitment to exceptional service and long-term partnership.

Chris earned his Bachelor of Science degree from Slippery Rock University while maintaining a student-athlete career playing water polo and swimming. He holds the Certified Funds Specialist (CFS®) designation. He also maintains Series 7, 63, 66, 9, and 10 securities registrations through LPL Financial, along with Life and Health Insurance licenses.

Outside of work, Chris enjoys spending time with his wife, Julie, and daughter, Peyton. Whether he’s playing a round of golf, relaxing in Ocean City, Maryland, or making memories with family and friends on the boat or on the beach, Chris values the balance between professional success and the people and experiences that matter most.