Charles Scavone

CFA®, Director of Investments

Director of Investments

As Director of Investments, Charles supports the Investment Team by bringing a disciplined, process-driven approach blending fundamental and quantitative analysis to help drive investment performance across all asset classes.

Charles completed his undergraduate studies at Southeastern Louisiana University and moved to Houston to complete his MBA at the University of Houston. Charles also completed the requirements for his Chartered Financial Analyst (CFA®) designation and is a member of the Houston Financial Analysts Society.

Charles has over 30 years of experience in the investment management industry across multiple asset classes, serving various investor bases. He has worked for some of the largest money management firms in the world, including Invesco, Van Kampen and JP Morgan Chase. Charles is excited to bring a process-driven approach to investing to our clients at Oak Harvest.

Charles and his wife Laura enjoy living in the Heights and have two children. He loves competitive road racing, and is an SCCA champion, and driving instructor at MSR Houston.


  • Bachelor of Arts in Business Administration, Southeastern Louisiana University
  • MBA, University of Houston
Notable Career Highlights
  • Built and managed the Fixed Income Research Department for JP Morgan Chase Bank in Houston, supporting Corporate Bond, Municipal Bond, and Money Market funds
  • Co-managed the Van Kampen American Capital Emerging Growth Fund to a 44% return and a #1 Lipper ranking
  • Managed the AIM (now Invesco) Constellation Fund from $7.5B in assets to $28B in assets and a 4-Star Morningstar rating, delivering a 24% annual return
  • Developed and managed the $3.5B in assets long/short AIM Special Opportunities family of funds which all debuted with 5-Star ratings from Morningstar
  • Chief Investment Officer of Patriot Wealth Management
Charles Scavone
Job Title
CFA®, Director of Investments
Oak Harvest Financial Group