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Evan S
CFP®, Series 66
Harrisburg, PA
SevenBridge Financial Group, LLC
Evan Shiley is a CFP® with seven years of industry experience currently with SevenBridge Financial Group, LLC. His prior roles include positions at Cambridge Investment Research Advisors and Concourse Financial Group. Outside of his advisory work, he serves as an assistant offensive line coach for Cedar Cliff High School football. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite, primarily long-term investment approach and manages roughly $722 million on a discretionary basis with a team of three advisors.
Charles E
Series 63, Series 65
Harrisburg, PA
SevenBridge Financial Group, LLC
Charles Eberly Jr. is a financial advisor with SevenBridge Financial Group, LLC in Harrisburg, PA. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining SevenBridge in 2015, he worked at Wells Fargo Clearing for 15 years. Eberly also serves as a director of the Kenneth Bankert Foundation, a charitable organization. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a core-satellite, primarily long-term investment approach that incorporates fundamental, technical, cyclical, and behavioral analysis in portfolio construction.
Justin F
Series 65
Greenwood Village, CO
SevenBridge Financial Group, LLC
Justin Ferraccio is a financial advisor at SevenBridge Financial Group, LLC in Greenwood Village, CO, holding a Series 65 designation with five years of industry experience. His prior experience includes roles at P2Bi and Midtown Consulting Group. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a core-satellite, primarily long-term investment approach and employs a range of analysis techniques to construct portfolios that include equities, fixed income, mutual funds, ETFs, options strategies, and alternative investments.
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