Mitch Wise
Financial Advisor, First Vice President - Wealth Management, UBS Financial Services, Inc.
- Role
- First Vice President, Financial Advisor - Touchstone Wealth Partners at UBS
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Mitch Wise
Mitch Wise is a First Vice President - Wealth Management - and Financial Advisor at Touchstone Wealth Partners, a nationally recognized team and one of the largest teams within UBS, the largest Global Wealth Management Firm in the world. Mitch graduated in three years, with honors, from The Ohio State University, earning a B.S. in Business Administration with a specialization in Finance. While at Ohio State, he received the Outstanding First Year Student Award, as well as the Pace Setters Award, given as the Business School’s highest honor to the top 1% of graduating students. After graduation, Mitch accepted a role with Goldman Sachs in New York City, where he spent time in the Asset Management Division before moving to the Securities Division, working as an Interest Rate Specialist on their Cross-Asset Sales Team. From there, he moved to Citadel Securities in New York City, serving as a Vice President of Interest Rate Sales with a focus in US Treasuries and Interest Rate Derivatives. In that capacity, he covered an account base of over 40 institutional clients that included Hedge Funds, Asset Managers, Pensions, and Official Institutions. Mitch now resides in Southwest Florida and draws on his unique financial background to specialize in serving Ultra-High-Net-Worth Individuals, Entrepreneurs, Business Owners, and others with complex financial situations. To contact him about your situation, please email at are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
First Vice President, Financial Advisor - Touchstone Wealth Partners
May 2021 — Present
Florida | New York | Ohio
Education
The Ohio State University Fisher College of Business
Bachelor of Science in Business Administration
2012 — 2015
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