30+ year industry veteran and highly rated fund manager to join award-winning financial advisory firm OHFG
HOUSTON, Texas, March 2023 – Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory Firm, is pleased to announce the appointment of Charles Scavone, CFA®, as Director of Investments.
Scavone brings to Oak Harvest more than 30 years of experience in the investment management industry across multiple asset classes, serving various investor bases. Prior to joining OHFG he worked for some of the largest money management firms in the world, including Invesco, Van Kampen and JP Morgan Chase.
He completed his undergraduate studies at Southeastern Louisiana University and moved to Houston to complete his MBA at the University of Houston. Scavone also completed the requirements for his Chartered Financial Analyst (CFA®) designation and is a member of the Houston Financial Analysts Society.
Speaking to his move to OHFG and role as the Director of Investments, Scavone had this to offer, “I am thrilled to become a member of the Oak Harvest investment team and look forward to working with the entire firm to enhance our capabilities and offer differentiated products to our clients.”
As a well-established company in the Houston area, twice named the fastest growing Registered Investment Advisory firm in Texas by Citywire magazine (2020 & 2021), OHFG has made it a priority to constantly seek out talented individuals to enhance its ability to better serve its clientele.
“Charles brings decades of institutional wealth management experience and accomplishments to the Oak Harvest client base,” states Troy Sharpe, CFP®, CPWA®, CTS®, Founder and CEO. “We believe we offer our clients a tremendous advantage by having a portfolio manager responsible for multiple 5-star rated funds overseeing their nest egg.”
You can learn more about Oak Harvest Financial Group and their unique approach to holistic retirement planning and investment advisory services, and check out their extensive library of articles and videos on financial planning, retirement and other important financial issues by visiting www.oakharvestfg.com.
For questions or to schedule a free consultation call (281) 822-1350.
About Oak Harvest Financial Group: Oak Harvest Financial Group is a Houston-based financial advisory firm that specializes in providing full-service retirement planning and investment management services. The OHFG team of certified retirement planners and financial advisors utilize a holistic approach employing proprietary strategies and plans that are custom designed to reduce risk, increase income and help you pay less tax. Oak Harvest Financial Group was named the fastest growing Registered Investment Advisory firm in Texas in 2020 & 2021 by Citywire magazine.
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