Business Description

Harvest Financial Partners is an intimate, highly experienced investment management and financial advisory firm.

Jim Wright and John Fattibene started the firm because they believe people still care about personal service, and that the right relationship allows us to accomplish more together than we could individually.

Harvest provides dividend-oriented investment management along with asset allocation and financial planning services.

General Information

Gender:

Male

CRD#:

2470758

Firm CRD#:

146162

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Jim Wright has worked with individual and institutional clients as an investment manager and analyst for more than 20 years. Before deciding to form 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.

I work with the following types of clients:

Businesses, Individual Investors, Trusts, Non-Profit Organizations

Education

Academic Background

Bachelor of Arts degree - Vassar College
MBA - Dartmouth College

Services

Investment Types:

Mutual Funds, Stocks, Bonds, Exchange Traded Funds (ETFs)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Financial Analyst (CFA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

Compensation Methods:

Flat Fee, Based on Assets, Hourly

Prepared By:

Jim Wright, CFA

Most Recent Update:

12/01/2008