Team
Susan Malone
Susan joins Oak Harvest with 13 years of experience in the financial industry. Prior to working in personal finance, Susan worked in institutional fixed-income trading and portfolio management. Susan grew up in New York. She graduated from Carnegie Mellon University with a Bachelor of Science degree in Managerial Economics with a minor in Industrial Management…
Read MoreJohn Vaclavik
Charles Scavone
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…
Read MoreChris Myrick
As an analyst, Chris’ role is essential in ensuring that Oak Harvest develops the most appropriate plan for each of our clients and their unique situation. Chris serves as our planning specialist and research analyst. He conducts deep research and analysis to construct financial plans, analyze securities and products, and evaluate client portfolios. Chris also…
Read MoreDwane Bacak
As Director of Research, Dwane supports the Investment Team by bringing business intelligence experience combined with past risk, quantitative, and fundamental experience. Dwane completed his undergraduate studies at The University of Texas at Austin. He also completed the requirements for his Chartered Financial Analyst (CFA®) designation and is a member of the Atlanta Financial Analysts…
Read MoreNathan Kattner
Nathan Kattner serves as the Chief Compliance Officer (CCO) at Oak Harvest. As CCO, Nathan ensures the firm abides by the relevant regulatory requirements and upholds our fiduciary duty to Oak Harvest clients. He is dedicated to instilling a “culture of compliance” at Oak Harvest where compliance is not seen as the job of the…
Read MoreMike Stuart
Mike began his career in financial services as an unpaid summer intern at a national brokerage company in 1992. After graduating from Bates College in 1993 with a BA in Economics, Mike worked at a small regional brokerage firm in Stanford, CT before moving to a large national mutual fund company where he worked until…
Read MoreKirk Ellsworth
As a Client Concierge, Kirk is responsible for helping the advising team execute the successful onboarding of new clients. He is also a dedicated, day-to-day point of contact for them; answering any and all questions they may have regarding their investment and insurance accounts. Kirk joined our team in September of 2022 after recently earning…
Read MoreVicki Morris
As Client Concierge, Vicki’s full focus is seeing that our client’s needs are met quickly and efficiently. Vicki helps support our advisors by setting up new client accounts, tracking transfers, withdrawals, and distributions. She is also a point of contact for client calls and questions that may come up. Vicki comes to us with an…
Read MoreLarisa Kutac
Larisa began her career in the financial industry in 2003, providing customer care for AIG. She excelled and grew into lead customer service, internal sales consultant and administration roles supporting regional vice presidents and financial advisors. Larisa graduated from Stephen F. Austin State University with a Bachelor of Science, and currently holds a Group 1 License…
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