Jeffrey N. Vanover, CFP®

 

Throughout his career spanning over 25 years of experience across financial markets, Jeffrey has guided clients through multiple market cycles, emphasizing risk management, clarity of decision-making, and the long-term alignment of capital with client objectives and values. He has built and led investment platforms serving multi-generational families, executives, and closely held entities. 

 

Following ten years of wealth management and executive leadership, Jeffrey founded OakStreet Capital Management, a financial advisory and private wealth management firm in Houston, TX, where he served as Executive Managing Director and Chief Investment Officer for 5 years. In 2019, OakStreet Capital Management was acquired by HilltopSecurities, Inc. a Texas-based, leading public finance, municipal underwriting, wealth management, municipal investment bank, and the third largest clearing firm in the U.S. Prior to founding OakStreet Capital Management in 2014, he held senior leadership roles at Ameriprise Financial, including Managing Director and lead portfolio manager of a private wealth practice, as well as Manager of the Advanced Advisor Group and Field Vice President in the Gulf States region. 

 

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."

 

Mr. Vanover led the firm’s return to private, independent ownership alongside its longstanding and tenured team. This transition reflects a strategic commitment to independence, flexibility, and maximum alignment with client objectives. 

 

“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.” 

 

Jeffrey earned a Bachelor of Arts from Rice University, in Houston, Texas in 2004, and was a four-year letterman on the Rice University Football Team, serving as a team captain and earning All-Conference honors. Prior to his graduation at Rice, Jeffrey began an internship program with American Express in their little-known wealth management division. In late-2005, American Express successfully completed a spin-off of this division, now known as Ameriprise Financial. During his 10-year tenure at Ameriprise, Jeffrey became Manager of the Advanced Advisor Group, Field Vice President, and then co-founder and Executive Managing Director of Kurka, Vanover, & Associates, a financial advisory franchise with Ameriprise Financial. 

 

A native Texan, Jeffrey grew up throughout the swamps and Piney Woods of Southeast & East Texas. Born in Beaumont, TX, Jeffrey’s father was a football coach, and thus grew up across the Great State of Texas. Jeffrey graduated from high school in Diboll, TX and arrived in Houston to attend Rice University. Jeffrey began his early working career in East Texas as a college intern-analyst within the former Temple-Inland family of companies. Here he joined the Operations Research Group, within the Temple-Inland Forest Products division. This is where Jeffrey met his future wife, Elizabeth “Lisa” Vanover (University of St. Thomas ’04). Mr. and Mrs. Vanover have been married for more than 20 years, and are proud parents of their son, Orion. Jeffrey, Lisa, and Orion continue to reside in Houston, just south of campus in Old Braeswood. Jeffrey is a Lifetime Member of the Houston Livestock Show & Rodeo and currently serves on the Board of the Rice University Owl Club. He has formerly served as the Vice-President of the Rice University “R” Association of Former Letterwinners and volunteers on the Rice Alumni Volunteers for Admission (RAVA).