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Livestream Event

Troy Sharpe, CFP®, CPWA® and the Investment Team will be taking your retirement questions and answering them live on YouTube.

Thursday, May 23rd

6:00 PM CST

Monthly Youtube Livestream
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Advanced Strategies for Portfolio Management to Add Return and Mitigate Investment Risk

Join us for an upcoming livestream where the Oak Harvest Investment Team will discuss advanced strategies tailored for navigating stock market growth and volatility, including stock market hedging techniques, long/short equity investing, and stock option trading strategies. Learn strategies to attempt to boost returns and mitigate risk in your portfolio, whether it's for your retirement or otherwise. Additionally, discover our comprehensive resource for staying informed and empowered in your investment decisions.
We’ll also do a live Q&A and raffle off gift cards to your favorite restaurant for two lucky winners!
Submit your questions for the investment team ahead of time here.
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Get the answers you need to help protect your wealth. These live events are designed to connect with our viewers and understand the concerns affecting retirees today. Our goal is to help you tune out the noise and focus on what really matters. Gain insights from a Financial Advisor, Troy Sharpe, CFP®, CPWA®, Founder and CEO of Oak Harvest Financial Group with special guest appearances.

Reserve your place and submit your questions for Troy to review prior to the event.

Troy Sharpe Transparent Bg

Troy Sharpe, CFP®, CPWA®

Founder and CEO of Oak Harvest Financial Group

Troy is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Certified Tax Specialist® (CTS®). He completed his CPWA® coursework through the Yale School of Management. The CPWA® certification is administered by the Investments and Wealth Institute. He also holds a Series 65 Investment Advisors license and a Texas life insurance license. Troy earned his finance degree from Florida State University and completed Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University.

Troy leads teams of investment advisors, retirement planners, tax specialists, support, and concierge service staff. These diverse professionals work together to provide sophisticated, tailor-made investment management and retirement planning, coupled with responsive concierge customer service.

chris

Chris Perras, CFA®, CLU®, ChFC®

Chief Investment Officer

As CIO, Chris is lead investment strategist and director of research. Chris develops the firm’s core market outlook, putting his decades of 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 studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School.  Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

Chris has over 25 years of experience, has worked for some of the largest money management firms in the world, including Citadel and Invesco, and has been recognized nationally for his efforts. Chris has made it a point in his career to focus on adapting as the market landscape changes, seeking to utilize the most appropriate investment strategy for any given market environment. His transition from managing billions of dollars at the institutional level to helping individuals and families retire is guided by a desire to see the difference he makes in the lives of clients at Oak Harvest.

Charles Scavone

Charles Scavone, CFA®

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.

Next Livestream

Join us on May 23rd at 6:00 PM CST