Chris Perras

CFA®, CLU®, ChFC®, Chief Investment Officer

Chief Investment Officer

Education

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

Notable Career Highlights

  • Managed AIM Large Cap Opportunities Fund to a National #1 Lipper ranking for 1-year performance.
  • Managed Quaker Strategic Growth Fund to a National #2 Lipper ranking for both 3-and 5-year performance.
  • Managed Invesco Constellation fund to a performance turnaround that helped grow assets from $14 billion to a peak of $33 billion over a 3-year period.

As CIO, Chris is lead investment strategist and director of research. Chris develops the firm’s core market outlook, and hosts Oak Harvest’s podcasts, “Stock Talk,” and “News or Noise”, available on the OHFG website with new episodes weekly.

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.

Summary
Name
Chris Perras
Job Title
CFA®, CLU®, ChFC®, Chief Investment Officer
Company
Oak Harvest Financial Group