General Investing >> Money Manager Interviews >> July 29, 2016
Focusing on Dividends, Quality and Valuation
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
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
TWST: Please give us an introduction to Harvest Financial Partners, and tell us a bit about your overall investment philosophy.