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Chris Coffin

Portfolio Manager/Investment Advisor

Chris joined OverRidge Wealth Advisors in 2021 with over 25 years’ experience across multiple investment sectors, serving institutional clients in the United Kingdom, Europe, Japan, and retail clients in the United States. He currently serves on the firm's investment committee and regularly meets with clients, as well as running a speculative separately managed account program for qualified investors.

Prior to OverRidge, he worked independently constructing and managing successful structured notes for select affluent clients and as a Vice President at J.P. Morgan in Louisiana. Before J.P. Morgan, Chris was a Vice President of Institutional Sales and Investment Banking at a boutique sell-side energy research firm, where he advised buy-side portfolio managers at leading hedge funds, mutual funds, private banks and private equity firms, primarily in London, Geneva and Zurich. During that time, he also created successful energy equity structured notes based on the firm’s research, which were widely distributed through a global Swiss bank. Earlier, Chris founded a currency consulting firm that hedged currency exposure on global investments for a Japanese Private Equity Firm in Tokyo and Zurich. Prior to that, he was Vice President of Foreign Exchange at R.J. O'Brien, a Futures Commission Merchant in Chicago. Chris began his career at Merrill Lynch in 1992.Currently Chris holds a Series 65 license as well as a life agent individual licenses with the Texas Department of Insurance.

6300 Ridglea Place,
Suite 1020
Fort Worth, TX 76116