New investment firm opens in Susquehanna Township

A new independent, registered investment adviser firm recently opened in Susquehanna Township and already has $250 million in client assets.

Managing partners Charles R. Eberly Jr.and Lawrence J. DeFluri registered SevenBridge Financial Group LLC on Aug. 24, according to a filing with the Securities and Exchange Commission.

The two managing partners left Wells Fargo Advisors to start their own company and brought $250 million worth of client assets with them, according to a news release.

The pair had been at Wells Fargo Advisors for 16 years. They also brought an adviser and a director of client resources from Wells Fargo to start their company.

SevenBridge has partnered with New York City-based wealth management platform company Dynasty Financial Partners to offer its products.

The company caters to high-net-worth clients and specializes in working with clients who receive income from natural-gas leases on their properties.

Michael Sadowski

Business Events

2019 Forty Under 40

Monday, October 07, 2019
2019 Forty Under 40

2019 Human Resources Symposium

Friday, October 11, 2019
2019 Human Resources Symposium

2019 Game Changers

Monday, November 04, 2019
2019 Game Changers