Why Oak Harvest

Our Investment Team

Fully in-house and dedicated to our clients, the investment team focuses on helping families and individuals have a better investment experience and achieve their investment objectives. The team is led by our three person Investment Committee, whose expertise includes portfolio management, investment research, multi-asset portfolio construction, investment technology, financial planning, and trading.

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

As CIO, Chris is lead investment strategist and chairs our Investment Committee. Chris guides the firm's overall 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 working with some of the most successful 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 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.

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, BS, Georgia Tech, Summa Cum Laude
  • MBA, Harvard Business School

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
  • Managed Invesco Constellation fund and implemented a performance turn-around that helped grow assets from $14 billion to a peak of $33 billion over a three year period

 

James McFarland
Senior Portfolio Manager

As Senior Portfolio Manager, James oversees management of our clients' investment portfolios and manages all firm trading. He builds goal-centered investment strategies based on the firm's market outlook and independent research, and is a member of our Investment Committee. James is the creator and host of the The Investor Mindset, a planned 10 episode series that aims to help investors achieve better long-term investment outcomes.

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, where he lived for 12 years. In Japan, he completed a Master’s in International Business at Tokyo’s prestigious Sophia University, graduating summa cum laude.

James has over 15 years of experience, and his focus has always been on building effective strategies aimed squarely at achieving long-term results for his clients. His experiences span managing risk portfolios for hundred billion dollar clients as a Director with Morgan Stanley, trading in ultra-fast derivatives markets as an institutional prop trader, and managing strategic market initiatives impacting tens of thousands of people for Japanese mega-banks. However, James views the management of portfolios for families and individuals looking to build a better life as his most rewarding and important work. This drives his focus as a portfolio manager and he enjoys seeing the impact of his work first-hand.

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

 

Troy Sharpe, CFP®, Founder and CEO

Troy Sharpe is the Founder and CEO of Oak Harvest and a member of the firm's Investment Committee. In addition to his responsibilities as CEO, Troy is the firm's senior financial planning expert. He utilizes his deep understanding of the complexities of financial planning and the needs of clients to generate ideas and bring real-world context to the firm's investment strategies.

Troy holds a Series 65 license as well as a Texas life insurance license. He 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.”

 

 

Chris Myrick, Financial Analyst

Chris Myrick, MBA, serves as a planning specialist and research analyst for the firm. Chris conducts deep research and analysis to construct financial plans for clients, and aids the investment team in analyzing securities and client portfolios. As an analyst, Chris' role is essential in ensuring the firm develops the most appropriate plan for each of our clients and their unique situation.

Chris is a Houston native, and completed both his undergraduate and graduate studies at the University of Houston, where he achieved an MBA in Finance, and studied the value investing philosophy espoused by Benjamin Graham. In addition, Chris has obtained a Series 65 license, and has over 10 years of financial services experience, including 5+ years with Chase Bank.

Chris is an avid weight lifter, a voracious reader, and enjoys Houston city life.

 

Jared Kenney, NSSA® ,Financial Advisor

With a background in both planning and financial advising, Jared brings his unique perspective to investment strategy discussions and adds keen insights to aid in integrating the firm's investment management and planning services into a unified whole.

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. Jared is one of the few individuals in the financial planning industry to have obtained this credential, and 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.

radio

“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy Sharpe and Jessica Cannella at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.

market-updates

WEEKLY MARKET UPDATES


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

 

webinar

WEBINARS


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