Charles Scavone

CFA®, Chief Investment Officer

As Chief Investment Officer, Charles provides strategic leadership for the firm’s investment platform, overseeing research, portfolio construction, and risk management while delivering a disciplined, process-driven approach that supports advisors and clients 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.

Charles and his wife Laura enjoy living in the Heights and have two children. He loves competitive road racing, and is an SCCA champion, and driving instructor at MSR Houston.

Education
Bachelor of Arts in Business Administration, Southeastern Louisiana University

MBA, University of Houston

Notable Career Highlights
Developed and managed the $3.5B in assets long/short AIM (Invesco) Special Opportunities family of funds.

Managed the AIM (Invesco) Constellation Fund from $7.5B in assets to $28B in assets.

Co-managed the Van Kampen American Capital Emerging Growth Fund.