Chris Perras

CFA®, CLU®, ChFC®, Capital Markets Strategist

Education

  • BS in Electrical Engineering, summa cum laude, Georgia Tech, 1988
  • MBA, Harvard Business School, 1993

Notable Career Highlights

  • Managed AIM (Invesco) Large Cap Opportunities.
  • Managed AIM (Invesco) Constellation fund and helped implement a performance turnaround that helped grow assets from $14 billion to a peak of $28 billion over a three-year period.
  • Managed Quaker Strategic Growth Fund to over $2 billion.

As Capital Markets Strategist and Portfolio Manager, Chris develops and communicates Oak Harvest’s core, top down, financial and economic market outlook, putting his decades of investment experience and expertise to work for our clients. He hosts Oak Harvest’s podcast, “Stock Talk,”available on the website with new episodes each week.

Chris completed his undergraduate engineering studies at Georgia Tech and obtained an MBA from the Harvard Business School. Always wanting to learn more about financial markets, Chris acquired a number of financial planning and investment management qualifications, including obtaining the a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®) designations.

Chris has over 30 years of finance industry experience, has worked for some of the largest and most successful money management firms in the world, including Citadel and Invesco, and has been recognized nationally for his efforts. His transition from managing billions of dollars at the institutional level to helping individuals and families into and through retirement is guided by a desire to see the difference he makes 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 and co-workers, fly fishing and spending time with his two golden retrievers.