Dwane Bacak

CFA®, Director of Research

Director of Research

As Director of Research, Dwane supports the Investment Team by bringing business intelligence experience combined with past risk, quantitative, and fundamental experience.

Dwane completed his undergraduate studies at The University of Texas at Austin. He also completed the requirements for his Chartered Financial Analyst (CFA®) designation and is a member of the Atlanta Financial Analysts Society.

Dwane has over 27 years of experience in the investment management industry. He is excited to apply his unique set of skills to the team at Oak Harvest Financial Group.

Dwane and his wife, Dawn, have two children. He loves exercising in his home gym, experiencing Japanese language and culture, and spending time with his family and their dog, Willow.


  • Bachelor of Business Administration, The University of Texas at Austin
Notable Career Highlights
  • Diverse experience throughout all levels of an institutional investment firm, from Marketing, Operations, Technology, and Investments (Quantitative Analyst, Equity Analyst, Trading Analyst, and Global Head of Transaction Cost Analysis for the trading desk).
  • Was part of the team that managed the AIM Constellation and long/short AIM Special Opportunities family of funds, focusing on quantitative and risk projects.
  • Designed and built proprietary trading analytics and business intelligence systems for use by all members of the global trading team at Invesco.
  • Global Head of Transaction Cost Analysis for the Capital Markets Trading Desk at Invesco.
Dwane Bacak
Job Title
CFA®, Director of Research
Oak Harvest Financial Group