Newbold Welcomes Jeff Wise, Managing Director

FOR IMMEDIATE RELEASE – Newbold Advisors Appoints Industry Leader Jeff Wise as Managing Director to focus on Mortgage Consulting, Risk Management and Regulatory Compliance.

Clearwater, FL – April 2, 2024 – Newbold Advisors proudly welcomes Jeff Wise to our team as Managing Director. His appointment marks a significant enhancement to our mortgage consulting, risk management and regulatory compliance practice areas.

Jeff stands out as a seasoned leader, who has consistently supported the financial services industry by driving his clients towards operational excellence and strengthened regulatory compliance. He has helped shape and refine robust risk management strategies that address credit, compliance and operational risks at an enterprise level.

Jeff has built a distinguished career over decades, moving from an OCC bank examiner to a leadership role at SolomonEdwards, showcasing deep expertise in risk management and financial services. His tenure includes impactful positions at premier institutions like JPMorgan Chase and Bear Stearns, focusing on governance, risk frameworks, and technological advancements in risk management, particularly in banking and mortgage services.

“We are delighted to have Jeff Wise onboard as Managing Director,” said Newbold Advisors Partner, Michael Wade. “Jeff’s extensive experience and deep understanding of the financial services industry will be invaluable as we work to launch new technology initiatives and expand our services.”

“Joining Newbold Advisors is a tremendous opportunity to leverage my experience in risk management and mortgage services to advance the company’s growth and industry excellence,” said Wise.

About Newbold Advisors: Newbold Advisors is a leading financial services consulting firm that provides innovative solutions to clients in the financial services industry. The company is dedicated to helping clients achieve their goals through strategic planning, expert advice and
cutting-edge technology solutions.

For more information, please contact:
Jennifer Carney
Marketing Manager, Newbold Advisors
[email protected]

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