Ex-NHL defenseman Patrick Traverse named Charleston, SC Regional Vice-President for Index Strategy Advisors, Inc.

By | June 28th, 2013 06:06 AM EST | posted in ISA Careers, Press Releases

CHARLESTON, SC (June 27, 2013)

Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Patrick Traverse as Regional Vice-President in Charleston, SC.  Traverse concluded a notable, 18-Year professional hockey career prior to transitioning to his current role as an investment advisor in 2012.

Patrick Traverse joined Index Strategy Advisors today as Regional Vice-President in Charleston, SC. He holds FINRA Series 6, 7, 63, and 65 securities licenses. He holds a Business Science bachelor degree from Quinnipiac University, Hamden, Connecticut.

Patrick Traverse joined Index Strategy Advisors today as Regional Vice-President in Charleston, SC. He holds FINRA Series 6, 7, 63, and 65 securities licenses. He holds a Business Science bachelor degree from Quinnipiac University, Hamden, Connecticut.

Prior to joining ISA, Mr. Traverse was a financial advisor at AspenCross Financial Group, a boutique financial advisory and investment management firm serving successful individuals, families, family and closely-held businesses in Westborough, MA. AspenCross is member of the John Hancock Financial Network.

Prior to the start of his financial services career, Mr. Traverse distinguished himself among professional athletes with a long tenured career as a key contributor in competition, and through developing and mentoring other players.

Mr. Traverse played for the NHL’s Ottawa Senators, Mighty Ducks of Anaheim, Boston Bruins, Montreal Canadiens, and Dallas Stars.

Throughout his years as a hockey player, Mr. Traverse was recognized as being a leader, hard worker, team player and goal oriented. Mr. Traverse earned three most improved player awards during his early career; an endorsement of his work ethic, focus, perseverance, dedication and ambition.

Throughout his years as a hockey player, Mr. Traverse was recognized as being a leader, hard worker, team player and goal oriented. Mr. Traverse earned three most improved player awards during his early career; an endorsement of his work ethic, focus, perseverance, dedication and ambition.

Mr. Traverse will lead ISA’s market introduction to South Carolina by establishing the firm’s client development, advisor recruiting, and advisor training efforts in the Charleston market.

“Patrick really impressed our leadership team.” said James McDonald, ISA CEO and Chief Investment Officer. “The decision to enter this new market with Patrick at the helm was not made without significant consideration’”.  McDonald continued,  ”His values, demonstrated work ethic and leadership abilities especially resonated with us though, and we are pleased with our decision and ready to go to work in South Carolina”.

“Patrick will be ISA’s first investment advisor in the State of South Carolina”, said Wes Sims, ISA President of U.S. Advisory Services. “That’s a big deal to us and a big deal to him. I know he’ll build a great team there”. ISA plans to hire 25-30 additional Investment Advisor Representatives in the South Carolina market, all of whom will report to Traverse.

“I’m excited about joining ISA, and am especially looking forward to helping my clients with their investment needs.” says Traverse. “The work we are doing is critically important. Individuals and their families need to learn how to take advantage of better risk control, lower fund costs, and active management of their investments”.

ABOUT INDEX STRATEGY ADVISORS, INC.

Index Strategy Advisors, Inc. is a Houston, TX based Registered Investment Advisor delivering customized portfolio management to individuals throughout the United States.

More information on career opportunities with Index Strategy Advisors in South Carolina, and nationwide can be found at www.isacareers.com. Patrick Traverse can be reached at ptraverse@indexstrategyadvisors.com.

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