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    Contact Us
    At Oak Harvest Financial Group, we believe that working as a team is the secret to our success.
    Our clients benefit from hearing a wide range of options and can work with anyone on our team who can best help them with their specific problems. What’s more, our team is always learning from the collective wisdom and positive interaction that we share with each other — and our clients — every day.
    Why Oak Harvest » Who We Are » Investment Team

    Our Firm

    OUR INVESTMENT TEAM

    The investment team at Oak Harvest can help you develop an investment strategy that reflects your specific goals and acceptable levels of risk and return. Our experience includes institutional investing, research, multi-asset portfolio construction, and trading. We review and manage your account on a daily basis and make any necessary adjustments in line with your financial needs and objectives.

     

    Chris Perras, CFA®, CLU®, ChFC®
    Chief Investment Officer, Financial Advisor

    Chris is a seasoned investment professional with over 25 years of experience working alongside some of the most successful money managers in the world. Chris has a track record of being able to adapt as the everchanging market landscape evolves, and makes extensive use of a variety of strategic investment methodologies. His transition from managing billions of dollars at the institutional level to helping individuals and families retire is guided by a desire to see first-hand the impact he is making in the lives of clients at Oak Harvest.

    Chris is a devoted husband and father. He is passionate about his faith and enjoys cooking for friends, fly fishing and spending time with his two golden retrievers.

    Education: Notable Career Highlights:

     

    James McFarland, Senior Portfolio Manager

    James is a veteran trader across multiple asset classes, with more than 10 years of capital markets experience at top tier institutions. As Senior Portfolio Manager, he oversees the execution of all of our clients' investment strategies in the markets, develops asset allocations, is a member of the investment committee, and manages accounts and risk exposure on a day-to-day basis.

    Though born in Scotland and raised in Houston, James lived in Japan for over 12 years, where he completed a Master of International Business degree at Tokyo’s prestigious Sophia University, and discovered his passion for the markets and financial services.

    After completing an internship with Goldman Sachs, he joined the Institutional Desk at Nissan Securities, one of the oldest financial trading houses in Japan. He subsequently built out one of the strongest derivatives desks in Tokyo, achieving upwards of 30% of the trading volume on the Tokyo Commodity Exchange. He later joined Morgan Stanley as a Director, heading the Japan Listed Derivatives group and managing market exposure and relationships for institutional clients with more than $750 billion in assets under management.

    James is married, speaks fluent Japanese, loves karaoke, and is an accomplished classical guitarist.

     

    Tax Strategies for Retirement

    Diversify your tax buckets

  • About Oak Harvest Financial Group

    “The Retirement income show”

    Listen to our radio show hosted by Troy Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.
    Listen to our Show

    Meet Our Founders

    Troy and Jessica Sharpe have built a team of experienced industry professionals to help you confidently navigate to and through retirement.
    Meet Our Team

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    Privacy & Disclosures

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services are provided through Oak Harvest Investment services, LLC a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC an insurance agency.

    The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.