Jeffrey Vanover

WORK HISTORY

EDUCATION

ABOUT JEFFREY VANOVER

CFP® | AWMA® | APMA® | AAMS® | CRPC® | CRPS®CFP® CERTIFIED FINANCIAL PLANNER™ practitioner; AWMA® Accredited Wealth Management Advisor; APMA® Accredited Portfolio Management Advisor; AAMS® Accredited Asset Management Specialist; CRPC® Chartered Retirement Planning Counselor; CRPS® Chartered Retirement Plan SpecialistJeffrey N. Vanover is the Founder and Managing Director of OakStreet Capital Management, an independent investment and advisory firm based in Houston, serving high-net-worth individuals, families, and closely held entities with a focus on disciplined portfolio management, long-term capital stewardship, and thoughtful financial planning.Mr. Vanover has more than 25 years of experience across financial markets, asset allocation, and wealth advisory leadership. Alongside this experience across market cycles, Mr. Vanover has built and led investment platforms serving multi-generational families, executives, and closely held entities. Following ten years of wealth management executive leadership, OakStreet Capital Management was founded with a simple but enduring belief: expected investment outcomes are the result of discipline, clarity, and long-term thinking—especially during periods of uncertainty.“Over more than two decades in financial markets, I have seen how short-term noise, misaligned incentives, and reactive decision-making can erode even the best intentions. My lifelong relationship with equity markets began in the throes of the Dot-Com boom and bust era, followed shortly after by the Great Financial Crisis. My early experiences and successes that emerged have shaped the direction of the enduring processes we continue to execute today”“My work centers on helping individuals and families think clearly about capital, manage risk thoughtfully, and align financial decisions with long-term goals and values.”“Looking back over the last 25 years working in and across financial markets and advisory leadership roles, I remain convinced that independence of thought and clarity of purpose are essential to strong client outcomes. I founded OakStreet in 2014 to build an investment and advisory firm that places stewardship of capital above all else—one that values thoughtful process, risk awareness, and alignment with the long-term goals of the individuals and families we serve.”As an independent firm, OakStreet operates with a fiduciary mindset focusing on disciplined implementation with families and principals on stewardship, governance, and the long-term growth and protection of capital across generations.