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159 West Lancaster Avenue, Suite 3
Paoli, PA 19301
610.240.4740 (Main)
877.240.4740 (Toll Free)
610-240-4743 (Fax)


Harvest Financial Partners Relationship Summary

Harvest Financial Partners Disclosure Brochure

Harvest Financial Partners

harvest.PNGJim Wright has worked with individual clients as an investment manager for more than 22 years. Before deciding to form Harvest Financial Partners, Jim worked at the Davidson Trust Company, Delaware Investments and PNC Bank. Jim is a Chartered Financial Analyst. He received his B.A. from Vassar College and his M.B.A. from the Amos Tuck School at Dartmouth College.

John Fattibene started his career as a commercial lending officer. When John left lending, he joined Vanguard, and has spent more than a decade as a financial planner. John is also an attorney. Like Jim, John attended Vassar College. He received his J.D. from the University of Maryland School of Law. John is also a Certified Financial Planner.

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Oppenheimer Developing Markets Fund

Oppenheimer as a firm, and the management team of the Developing Markets Fund, are research driven and fundamentally focused. Instead of starting with a broad based macro view about countries and sectors currently that seem most attractive and then looking for investments in those areas, the fund’s weightings are the result of their individual stock analysis.

The Lord Abbett Short Duration Bond Fund

On May 7, we spoke with Don Annino, a portfolio specialist at Lord Abbett about the Short Duration Income Fund. The fund attempts to maximize return by investing across all bond market sectors including investment grade and high yield corporates, mortgage, government, and asset backed securities while keeping the fund’s duration (a measure of interest rate sensitivity) within a 1-3 year range.

Getting back in the market

How To Get Off The Sidelines And Start Investing Again – It’s Not Too Late