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Jim Wright and John Fattibene who started Harvest Financial Partners in 2008 to provide investment management and financial planning advice to individuals and small business owners joins Enterprise Radio.
Listen to host Eric Dye & guests Jim Wright and John Fattibene discuss the following:
- Tell us about your firm?
- Why the focus on dividends in your investment process?
- How are you different from the many other advisory firms out there?
- If I am preparing to take the entrepreneurial leap, how should position my investments?
- Once my business has stabilized, what are some of the best ways to pull money out of the firm?
- How can business results impact my investments or financial plan?
- What advice would you give to younger people who might be interested in starting a business?
Duration: 19:49
Jim Wright and John Fattibene started Harvest Financial Partners in 2008 to provide investment management and financial planning advice to individuals and small business owners. Both Jim and John have over 25 years of investment and financial services experience. In addition they manage a Domestic Dividend portfolio for Covestor, an online asset management company.
Jim Wright, CFA has worked with individual and institutional clients as an investment manager for more than 25 years.  Prior to forming Harvest, Jim worked at the Davidson Trust Company where he managed nearly $200m in client assets. While at Delaware Investments, Jim was part of the senior team that managed over $3 billion for institutions throughout the country. He served as the analyst covering the consumer, health care and banking sectors. Jim began his career working for PNC Bank in its trust department.
Jim received his B.A. from Vassar College and his M.B.A. from the Amos Tuck School at Dartmouth College.
John Fattibene, JD, CFP® was a commercial lending officer for twelve years at what has become Bank of America. When John left lending, he joined Vanguard, and has spent more than a decade as a financial planner and portfolio manager. John has managed portfolios for individuals, institutions and endowments utilizing individual stocks and bonds, mutual funds, real estate, ETFs, hedge funds and private equity.
Like Jim, John attended Vassar College. He received his J.D. from the University of Maryland School of Law.
Related Web Sites: www.harvestfinancialpartners.com | covestor.com/harvest-fp
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