Lunch & Learn
Building Investment Portfolios
Have you ever wondered about the daily activities of our dedicated investment professionals? Curious to know how the Oak Harvest Investment Team sets itself apart from other Registered Investment Advisors (RIAs)? More importantly, are you interested in discovering the potential impact these distinctions can have on your investment portfolio?
Unveiling the Oak Harvest Investment Team:
Exploring Daily Operations, Unique Advantages, and Portfolio Benefits
- What does the Oak Harvest Investment Team do all day?
- How is that different from other RIA’s?
- Why does that matter to your investment portfolio?
- BONUS Q&A Session: Get your stock questions answered!
September 7th, 12-1PM
Register HERE
Presented By:
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, 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.
James McFarland, MIB, Senior Portfolio Manager
James joined Oak Harvest in 2016 and immediately set to work developing the firm’s investment management practice, building out the division’s operations, trading, compliance, and portfolio management functions. James currently oversees the whole of the firm’s investment management practice, and continues to build and manage the firm’s investment models.
Born in Scotland and raised in Houston, James graduated at the top of his class from Houston Baptist University, and then promptly moved to Japan. During his years in Japan, he completed a Master’s in International Business (MIB) at Tokyo’s prestigious Sophia University, graduating summa cum laude.
James has 15 years of investment management and capital markets experience. He has worked at one of the oldest financial trading house in Japan, Nissan Securities, as well as for some of the largest firms in the world, including Morgan Stanley and Goldman Sachs. He brings his wide markets expertise to bear for the clients of Oak Harvest, and enjoys seeing the impact of his work firsthand.
| Bring a Friend! |
| Do you have a friend that could benefit from this event? Invite them to join you! |
| Box Lunch Served |
| Learn important retirement strategies while enjoying lunch, or take it to go! |
Do you have a friend that could benefit from this event? Invite them to join you!
Invite your friends, family or co-workers that may benefit
THE RETIREMENT INCOME SHOW
Listen to our radio show hosted by Troy Sharpe at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.
YOUTUBE RETIREMENT CHANNEL
Concerned about how market activity could affect your retirement? Get the latest market updates on our youtube channel.
