NEW YORK, NY, January 26, 2016 –SevenBridge Financial Group, the independent advisory firm based in Harrisburg, PA, is hosting an Investment Banking Luncheon on Thursday, January 28th for local lawyers and CPAs.
Managing Partners Charles R. Eberly, Jr. and Lawrence J. DeFluri are hosting the luncheon which will feature a panel including John Marcus, Partner of investment banking firm, Scura Paley, and Tom Petrone, Director of Capital Markets at Dynasty.
“At SevenBridge, we work with a large number of business owners and corporate executives in Pennsylvania who need support and guidance on investment banking transactions including selling a business, mergers & acquisitions and raising funds,” according to Mr. Eberly. “As an independent firm, we have the freedom and ability to choose any strategic partner firms to give our clients a heightened level of service and a broader range of options. We look forward to exploring investment banking opportunities with local centers of influence at our luncheon.”
Managing Partners Charles R. Eberly, Jr. and Lawrence J. DeFluri launched SevenBridge Financial Group in August 2015 after leaving Wells Fargo Advisors. SevenBridge Financial Group is a member of Dynasty Financial Partners’ Network of Advisors.
With client assets of more than $250 million, SevenBridge Financial Group is one of the largest independent advisory firms in Pennsylvania. The firm works with high net worth families, business owners, land owners of oil and gas rights, professional firms, charitable institutions and endowments.
About SevenBridge Financial Group
SevenBridge Financial Group is an independent, full-service Registered Investment Advisor dedicated to serving the varying and distinct needs of our clients: High net worth individuals and families, business owners, executives, professional firms, foundations and endowments, and those reaping the benefits from natural resource harvesting. By striving to fully understand their clients – their life plans as well as their financial objectives – the team establishes the basis for building a comprehensive, long-term wealth strategy through fee-based financial planning and investment management services. For more information, please visit sevenbridgefinancial.com.
Natural Gas Resources
SevenBridge has extensive expertise in working with clients who receive income from natural gas leases on their properties. The team provides guidance on every step of the process, from first approach by an energy provider through incorporating assets into existing financial plans. They also work as part of a team with their clients’ CPAs and legal counsel to ensure they are achieving maximum benefit for their resources.
Dynasty is a brand name and functions through Dynasty’s wholly owned subsidiary Dynasty Wealth Management, LLC, (“Dynasty Wealth” or “Dynasty”) a registered investment adviser with the Securities and Exchange Commission (“SEC”) when providing investment services. A copy of Dynasty Wealth’s current written disclosure statement discussing our advisory services and fees is available for your review upon request.
Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. Registered broker-dealer, Member of FINRA and may receive referral fees on investment banking transactions, it does not hold customer securities or customer funds. The products and services referenced herein may be available through other broker-dealers or bank and non-bank affiliates of major investment firms, unaffiliated with Dynasty or Dynasty Securities. Dynasty Securities has or may enter into revenue sharing arrangements with these entities.
SevenBridge Financial Group LLC (“SevenBridge”) is an SEC-registered investment advisor located in the Commonwealth of . SevenBridge Financial Group and Scura Paley and Company LLC (“Scura Paley”) are independent companies unaffiliated with Dynasty. Dynasty has no form of legal partnership, agency, affiliated or similar relationship between SevenBridge and Scura Paley. The information contained herein is general in nature, is provided for informational purposes only and is not legal advice.