Jim Wright
Chief Investment Officer at Harvest Financial Partners
Profile
Mr. James J.
Wright, CFA MBA, is Managing Member at Harvest Financial Partners.
Mr. Wright was previously employed as Senior Vice President by Davidson Trust Co., an Equity Analyst by Delaware Investment Advisors, Investment Officer by Provident Trust Co., a Managing Director by Schuylkill Capital Management LLC, a Portfolio Manager by Acadia Trust, N.A., and a Principal by PNC Bank, NA.
He received his undergraduate degree from Vassar College and an MBA from Dartmouth College.
Jim Wright active positions
Companies | Position | Start |
---|---|---|
Harvest Financial Partners
Harvest Financial Partners Investment ManagersFinance Harvest Financial Partners (Harvest) is an independent, SEC-registered investment advisor headquartered in Paoli, Pennsylvania. Founded in 2008, Harvest offers investment and financial-planning advice to individual and institutional clients. | Chief Investment Officer | 29/02/2008 |
Former positions of Jim Wright
Companies | Position | End |
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Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Analyst-Equity | 30/03/2008 |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Analyst-Equity | 30/07/2006 |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | - |
Provident Trust Co.
Provident Trust Co. Investment ManagersFinance Provident Trust Co. is a privately-owned SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 1999 by James Scott Harkness. Provident Trust provides portfolio management services to individuals, high net-worth individuals, trusts, estates, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, investment companies and investment advisers. | Portfolio Manager-Equities | - |
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Portfolio Manager-Equities | - |
Training of Jim Wright
Dartmouth College | Masters Business Admin |
Vassar College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Schuylkill Capital Management LLC
Schuylkill Capital Management LLC Investment ManagersFinance Founded in 1990 by Howard Trauger, Schuylkill Capital Management LLC is a registered investment advisor firm located in Philadelphia. They manage portfolios for individual and institutional clients. | Finance |
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Finance |
Provident Trust Co.
Provident Trust Co. Investment ManagersFinance Provident Trust Co. is a privately-owned SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 1999 by James Scott Harkness. Provident Trust provides portfolio management services to individuals, high net-worth individuals, trusts, estates, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, investment companies and investment advisers. | Finance |
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Finance |
Harvest Financial Partners
Harvest Financial Partners Investment ManagersFinance Harvest Financial Partners (Harvest) is an independent, SEC-registered investment advisor headquartered in Paoli, Pennsylvania. Founded in 2008, Harvest offers investment and financial-planning advice to individual and institutional clients. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
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