When working with us, you can expect direct contact and consistent communication. No management layers, committee decisions or call center--simply experienced professionals who are on your side.
Jim Wright has worked with individual and institutional clients as an investment manager and analyst since the 1980s. He has seen the powerful success of dividend-oriented investing strategies. Each day, he strives to help clients identify and achieve their goals.
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. Before forming Harvest Financial Partners with John, Jim worked at Davidson Trust Company, Delaware Investments and PNC Bank. He also spent four years working for a trust company in Portland, Maine.
When he is not working, you can find Jim golfing, exercising in “Jim’s Gym,” learning about wine or walking his dog, Franklin. He also loves spending time with his wife and his son.
John Fattibene began his career as a commercial lending officer in Baltimore. He loved learning about all the different businesses people ran. 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™ (CFP®).
He also makes the most delicious toffee, so stay on his good side during the holiday season.
