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Getting Started with Harvest Financial Partners
159 West Lancaster Avenue, Suite 3
Paoli, PA 19301
610.240.4740
877.240.4740
planting@harvestfinancialpartners.com
About Us
Your Harvest Financial partners: Experienced and Accessible
Jim Wright has worked with individual and institutional clients as an investment manager and analyst for more than 20 years. Through market fluctuation, he has seen the powerful success of dividend-oriented investing strategies. Before forming Harvest Financial Partners with John, Jim worked at Davidson Trust Company, Delaware Investments and PNC Bank. Jim also spent four years working for a small trust company in Portland Maine.
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 began his career as a commercial lending officer in Baltimore. When John left lending, he joined Vanguard where he worked as a financial planner. After leaving Vanguard, John worked for two financial planning firms and an investment management firm. John is also an attorney.
Like Jim, John attended Vassar College as an economics major. He received his J.D. from the University Of Maryland School Of Law. John is a Certified Financial Planner.
We are two experienced professionals. No management layers. No committee decisions. No call center. When you choose us, you work directly with us.
We both manage portfolios and do research. Jim is our President and Chief Investment Officer. John is the Director of Financial Planning.
We look forward to meeting you.