Latest News

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.

Traverse Partners Adds Top Level Portfolio Architect, Pete Walton.
Charlotte, NC - July 18, 2012 - 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.



Traverse Partners
150 Fairview Rd.
Suite 105
Mooresville, NC 28117
P 704.663.2030
F 704.663.2270