Why Oak Harvest

Our Investment Team

The investment team at Oak Harvest can help you develop an investment strategy that reflects your specific goals and acceptable levels of risk and return. Our experience includes institutional investing, research, multi-asset portfolio construction and trading. We review and manage your account on a daily basis and make any necessary adjustments in line with your financial needs and objectives.

Chris Perras, CFA®, CLU®, ChFC®
Chief Investment Officer, Financial Advisor

Chris is a seasoned investment professional with over 25 years of experience working with some of the most successful money management firms in the world. Chris has made it a point in his career to adapt as the market landscape changes, seeking to utilize the appropriate investment strategy for a 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 first-hand the impact he is making 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, fly fishing and spending time with his two golden retrievers.

Education:

  • Electrical Engineering from Georgia Tech; Graduated Summa Cum Laude
  • Harvard MBA

Notable Career Highlights:

  • Managed Invesco Large-Cap Opportunities Fund to a national #1 Lipper ranking
  • Managed Quaker Strategic Growth Fund to a national #2 Lipper ranking for both three- and five-year performance
  • During the financial crisis of 2008, managed a Citadel Investments hedged equity fund to a -3% return versus a -36% return in the S&P 500 during the same period
  • Managed Invesco Constellation fund and implemented a performance turn-around that helped grow fund assets from $14 billion to a peak of $33 billion over a three year period

 

James McFarland, Senior Portfolio Manager

James is a veteran trader across multiple asset classes, with years of institutional capital markets experience. As Senior Portfolio Manager, he oversees the execution of all of our clients’ investment strategies in the markets, develops asset allocations, is a member of the investment committee and manages accounts on a day-to-day basis.

Though born in Scotland and raised in Houston, James lived in Japan for 12 years, where he completed a Master’s in International Business at Tokyo’s Sophia University, and discovered his passion for the markets and financial services.

After completing an internship with Goldman Sachs, he joined the Institutional Desk at Nissan Securities, one of the oldest financial trading houses in Japan. As a trader and portfolio manager with Nissan, he specialized in equity, commodity, and currency markets. He later gained experience as a PricewaterhouseCoopers management consultant, specializing in capital markets work for several of the world's largest investment banks. His final role in Japan was as a Director with Morgan Stanley, where he helped managed firm exposure and relationships with clients with more than $600 billion in AUM.

James is married, speaks fluent Japanese, loves karaoke and is an accomplished classical guitarist.

 

Troy Sharpe CFP®, Founder and CEO

Troy Sharpe is the president of Oak Harvest Financial Group, a local family-owned financial services firm.

Troy leads a team of experienced professionals, analysts, and support staff to help clients create customized financial strategies that align with their unique retirement goals.

Troy holds a Series 65 license as well as a Texas life insurance license. He also earned a finance degree from Florida State University and completed his Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University. Additionally, Troy is a Registered Financial Consultant with the International Association of Registered Financial Consultants.

You can hear Troy at 6 p.m. Saturdays on KTRH 740AM when he hosts “The Retirement Income Show.”

Troy and his wife, Jessica, live in Katy, Texas.

 

Luis León, Financial Advisor

With an extensive career in the financial services industry spanning more than 25 years, Luis helps clients to financially prepare for retirement, by establishing a plan that allows them to manage, grow, protect and transition their wealth.

Luis grew up in Caracas, Venezuela, and moved to Houston in 1980. After earning his bachelor’s degree in economics from the University of Texas at Austin in 1990, Luis began his career in the financial services industry at two commodities/futures firms in Chicago, and then spent six years as a relationship manager for corporate and institutional accounts. In 1996, he helped establish the Chase Private Bank International office in Houston, before joining UBS as a financial adviser in 2003.

In 2006, Luis was named the Regional Director for Wealth Management International at Wells Fargo Private Bank, where he led a team of financial advisors, trust officers and bankers through the 2008 financial crisis. It was in this capacity that Luis began to appreciate the challenges and conflicts of the big-bank and broker-dealer world. He concluded that in order to provide conflict-free advice to his clientele, he would need to transition toward the independent advisory side of the business, which ultimately lead him to Oak Harvest Financial Group.

Luis has his Series 63 and 65 securities licenses, as well as a license for life and health insurance. He continually works to broaden his industry knowledge, and is fluent in Spanish and English.

Luis and his wife, Nina, have  two children. His hobbies include reading, football, music, tennis, golf and walking his Labrador retriever, Boo.

 

Jared Kenney, NSSA® Financial Advisor

Jared brings his clients more than 11 years of financial services experience. By applying his passion and expertise, Jared shares a mutual understanding of each client’s goals and helps them achieve those goals. His focus is on client relationships and loyalty, driving him to strive to deliver a truly rewarding experience to all of his clients.

Jared attended Kansas State University, where he majored in marketing and economics. He grew up two miles from the campus and has been a passionate Wildcat fan since he was young. He began his career right out of college with Goheen Financial Group, LP, after which he worked at Spartan Wealth Management, LLC in 2010 for more than five years.

Jared has obtained the National Social Security Advisors certificate through the National Social Security Association LLC in Cincinnati, OH. The NSSA® certification is a professional certification programs providing Social Security certification and training across the nation. We believe this certification makes him uniquely qualified to help the growing number of baby boomers optimize their Social Security strategies and lifetime income.

Jared and his wife, Christina, have been married since 2011 and reside in Sugar Land, Texas. With their daughters, Kylie and Reagan, they enjoy spending time with their extensive family, almost all of whom reside in the Houston area. Jared also enjoys playing golf, fishing, boating, skiing and traveling.

About Oak Harvest Financial Group

radio

“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy and Jessica Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.

market-updates

WEEKLY MARKET UPDATES


Concerned about how market activity could affect your retirement? Get the latest market updates!

 

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EVENTS


Join us for an upcoming educational event to better prepare for your financial future.