Coming May 14th
It's never too early to start planning for life after the sale of your business
We are not related to any other company and sell no products. This independence enables us to provide objective guidance based solely on our clients’ needs. We work only for our clients.
President, Chief Executive Officer and founder, Marshall has over 30 years’ experience developing portfolio strategies and analyzing investment opportunities. He has authored numerous articles and speaks frequently on asset allocation strategy, risk management and private foundation portfolio design. Prior to founding Harvest Capital in 1995, Marshall was Senior Vice President and a principal of Taylor Investments, Inc. Earlier in his career he served with the venture capital and investment banking firm Hambrecht & Quist and also with Merrill Lynch. Marshall believes building portfolios through diversified sources of risk is the essence of successful investing.
Jim is an experienced investment professional who consults families on inter-generational gifting strategies, family wealth education, governance, and philanthropy. He has extensive experience in assessing personal and business financial positions and advises family-owned businesses on ownership and management succession. With over 38 years' experience in the financial services industry, Jim has provided planning to individuals since 1996 and was awarded the CERTIFIED FINANCIAL PLANNER designation in 1999. Prior to joining Harvest, Jim owned Newfound Advisors, LLC, a registered investment adviser, and held senior positions in commercial banking for 15 years.
John is a financial service professional with more than thirty years of experience. His background includes wealth management, commercial banking, and family business, having grown up in a family business and worked with high net worth individuals, entrepreneurs and closely held businesses throughout his career. Prior to joining Harvest, John was the NH State President for Bank of America and Market Executive for its wealth management division, U.S. Trust, where he led wealth management and commercial banking teams in advising individuals, families and businesses throughout New England.
Brian Presti the Chief Investment Officer. He has held many roles during his 20-year career. He joined Harvest Capital as Managing Director, Investment Research. Prior to joining the firm, he worked nine years at DL Carlson Investment Group managing portfolios for institutions, private clients, and their families. While at Carlson, Brian also covered several sectors of the equity market. Brian has also worked at Fidelity and Charles Schwab and brings with him a passion for investing and strong commitment to improving the financial well being of clients and their families. In 2005, he was awarded the Chartered Financial Analyst (CFA) Designation.
Indrika is a financial professional with more than 10 years of experience in the wealth management industry. As a Family Wealth Advisor she provides clients with financial planning services while also helping the firm develop and refine Family Office services.Prior to joining Harvest Capital, Indrika was a Family Office Advisor at Daintree Advisors, LLC and a Client Service Consultant at Wells Fargo Family Wealth and Calibre Advisory Services, Inc. in Boston where she worked directly with clients and their advisors to help clients understand, implement, and achieve their financial goals. She worked in corporate and retail banking at ANZ Grindlays Bank in Sri Lanka.
Jeff joined Harvest Capital in September of 2016. His responsibilities include portfolio management, investment due diligence and client service. Prior to joining Harvest Capital, Jeff performed due diligence and risk management functions for the broker-dealer, Lincoln Financial Network. He served in various roles at the New Hampshire Retirement System where he researched investment strategies, managed projects and handled plan administration for the $7.4 billion defined benefit pension fund. Jeff began his career conducting 401(k) plan administration for the defined contribution divisions of Scudder Trust Company and Putnam Investments.
Diane works with our clients and is responsible for equity trading, all aspects of corporate finance, client account maintenance and human resources. She also assists with Harvest’s client development and compliance. Diane’s career in the investment field spans more than 25 years.
Jane has worked in the trust/investment business for 36 years, nearly half of them with Harvest Capital. She oversees client account set up, funding and administration; trust coordination; investment asset and money transfers; tax reporting; retirement account distributions; and client communications. Prior to joining Harvest, Jane worked at First NH Investment Services (now Citizens Bank) as an Assistant Trust Operations Officer.