Traverse Partners recognized for charitable contribution to local YMCA.
Mooresville, NC – September 2017 – Traverse Partners continues to support youth learning and reading programs at the local YMCA. The commitment to the community and the values the YMCA supports make “The Taste of the Lake” a wonderful event to sponsor and support each year.
Pete Walton earns Coach of the Year Award.
Cornelius, NC – July 2017 – Pete has coached youth soccer for 3 years and was distinguished to earn this award. He loves soccer and this is a great extension for him to pass his passion for the game to young players. He noted that helping young players understand the importance of teamwork and communication are great building blocks for skills later in life.
Mooresville-Lake Norman Rotary Club raises record amount for charity.
Mooresville, NC – September 2016 – Eric’s leadership on the Steering Committee helped guide the Chili Cook-off to a record year. Since its inception, 8 years ago, the event has raised and awarded over $200,000 for local charities and merit-based scholarships for education.
Niki Watkins marries Mike Smith in Ocean Isle.
Ocean Isle, NC – October 2015 – Niki was joined by family and friends for a beach wedding. We welcome Mike to the family and are so excited for them both.
Pete and Bethany welcome their 3 rd child.
Charlotte, NC – July 2015 – They are so excited to welcome their baby girl. With big brother and sister patiently waiting to lend a helping hand, they expect the learning curve to be much less steep and they hope to get more sleep this time around.
Eric elected as President of the Mooresville-Lake Norman Rotary Club.
Mooresville, NC – June 2015 – As President, Eric will be responsible for continuing the tradition of excellence within the role. Rotary is a civic organization that strives to improve the community through membership involvement and charitable giving. Eric’s primary objectives include growing the membership base, increasing charitable giving through key events and increasing awareness of important issues within the community.
Eric appointed to the YMCA Board of Managers.
Mooresville, NC – July 2013 – Having been heavily involved in the charitable giving side of the YMCA, Eric was asked to make more contributions on a broader level with this appointment. Eric will leverage his background in finance and planning to bolster the board’s mission and add expertise for a financially successful and philanthropic organization.
Eric Hutchby Receives Rotarian of the Year Award.
Charlotte, NC - May, 2013 - Eric Hutchby, of Traverse Partners has been named Distinguished Rotarian of the Year by the Mooresville-Lake Norman Rotary Club. The award is the highest honor rotary club members can receive at the district level and is earned by demonstrating exceptional service over an extended period of time.
Eric Hutchby of Traverse Partners Expands Retirement Planning Expertise with CRPC Designation.
Charlotte, NC – April, 2013 – Traverse Partners, a full service financial planning firm serving the Mooresville and Charlotte areas, has expanded its retirement expertise. Co-founder Eric Hutchby is now a Chartered Retirement Planning Counselor (CRPC®), a designation requiring extensive study, successful completion of a final exam, and mandatory continuing education.
Eric elected as Board Chair for Health Reach Community Clinic.
Mooresville, NC – April 2013 – Health Reach is a free health care clinic that serves all of Mooresville and the surrounding Iredell county area. Eric’s primary objective to expand the clinic’s offerings, hire more full-time staff and increase the fundraising the clinic needs to continue operating.
Pete Walton awarded role on Executive committee for 2013 NCAA Men’s Final Four planning.
Atlanta, Ga. – May 2012 – Pete joined the volunteer efforts to prepare for the 75 th NCAA Men’s Final Four in Atlanta. Along with chairman, John Yates, the role of bringing one of the most recognized sporting events is an amazing task. The planning takes almost a year and covers every aspect imaginable. One of the added challenges was to leave behind a legacy project that added to the footprint of sports in Atlanta. Incorporating heritage and the diverse backdrop of Atlanta’s culture was the central focus. The upcoming NCAA Men’s Final Four is sure to impress.
Traverse Partners Adds Top Level Portfolio Architect, Pete Walton.
Charlotte, NC - September, 2011 - Pete Walton has joined Traverse Partners. At Traverse, his area of expertise is fundamental analysis and portfolio design, responsible for crafting tactical portfolios to include tax efficiencies, trading opportunities, and both yield and capital appreciation. Walton is also responsible for several operational projects that are making Traverse more competitive and efficient. These projects are related to IT services, portfolio performance tracking, portfolio modeling software, and an overhaul of the company’s fixed cost structure.
Hutchby and Yates Financial Advisors is Now Traverse Partners.
Charlotte, NC - July 29, 2011 - The partners at Hutchby and Yates know their approach to financial advising is nontraditional, but they didn't think their name reflected their philosophy. The company has changed its name to Traverse Partners.