General Investing >> Money Manager Interviews >> August 13, 2014
Building Portfolios Based on Dividends, Quality and Valuation
John Fattibene is Director of Financial Planning of Harvest Financial Partners. He began his career as a commercial lending officer in Baltimore. When he left lending, he joined Vanguard where he worked as a financial planner. After leaving Vanguard, Mr. Fattibene worked for two financial planning firms and an investment management firm. He is also an attorney. He attended Vassar College as an economics major. He received his J.D. from the University of Maryland School of Law. Mr. Fattibene is a Certified Financial Planner. Profile
Jim Wright is President and Chief Investment Officer of Harvest Financial Partners. He has worked as an investment adviser and analyst for nearly 25 years. Before forming Harvest Financial Partners, Mr. Wright worked at Davidson Trust Company, Delaware Investments and PNC Bank. He also spent four years working for a trust company in Portland, Maine. Mr. Wright is a Chartered Financial Analyst. He received his B.A. from Vassar College and his MBA from the Amos Tuck School at Dartmouth College. Profile
TWST: You talked about your philosophy on prior interviews. You discuss dividends, quality and valuation. Can you give us some details around that?