Posts Tagged ‘investment team’
Troy Sharpe
As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan (RSP), which is a customized blueprint for coordinating investments, income, taxes, health care and estate planning into a comprehensive plan of action and timeline. Troy is a…
Read MoreCharles 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 MoreJames McFarland
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…
Read MoreChris Perras
Education BS in Electrical Engineering, summa cum laude, Georgia Tech, 1988 MBA, Harvard Business School, 1993 Notable Career Highlights Managed AIM Large Cap Opportunities Fund to a National #1 Lipper ranking for 1-year performance. Managed Quaker Strategic Growth Fund to a National #2 Lipper ranking for both 3-and 5-year performance. Managed Invesco Constellation fund to…
Read MoreTavis Parkerson
Tavis became a valued member of our team in September 2023, fresh from earning his master’s degree in financial management at Texas A&M University. Prior to joining our firm, Tavis honed his expertise working with high-net-worth individuals in the fixed-income market. He brings a wealth of knowledge and previously obtained his Series 6, 7, 63,…
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