Institutional | RIA Financial Advisor Individual Investor
EQUITY
Fixed Income

We enable our clients to achieve their individual missions

Select your role so we can customize your experience.

Institutional | RIA Financial Advisor Individual Investor

Terms and Conditions

This site has been created for institutional investors and RIAs. An institutional investor is an entity that invests capital on behalf of others such as pension funds, banks, insurance companies, mutual funds, foundations/endowments, trust companies or other large investors and their investment consultants. RIA is a registered investment advisor who is responsible for allocating their client funds. This site is not intended for individual investor access, as it does not consider individual risk tolerances or investment objectives of an individual investor. Click “Accept and Continue” to affirm you meet the description of an Institutional Investor.

Privacy Policy
Accept and Continue

Terms and Conditions

This site has been designed for financial intermediaries such as financial advisors, wealth managers, broker/dealers and home office research teams. This site is not intended for individual investor access, as it does not consider individual risk tolerances or investment objectives of an individual investor. Click “Accept and Continue” to affirm you meet the description of a Financial Advisor.

Privacy Policy
Accept and Continue

Terms and Conditions

This area of the website contains information that is general and/or educational in nature. Individual investors should consider their own investment objectives and risk tolerances or consult with a financial advisor before making any investment decision. Click “Accept and Continue” to continue.

Privacy Policy
Accept and Continue

Donald (Donnie) Wise, CIMA®

Senior Vice President, Regional Director

Donald (Donnie) Wise is a Senior Vice President and Regional Director at Aristotle Capital within the Wealth Management channel.  Donnie partners with financial advisors within the New England region and is responsible for the growth, retention and education of Aristotle Capital and its affiliates. Prior to joining Aristotle Capital, Donnie served as an Executive Director at Morgan Stanley, where he consulted financial professionals on their advisory business with a goal of helping deliver better client outcomes. Earlier in his career, Donnie held senior sales and distribution roles at John Hancock Investment Management, focusing on expanding market reach and supporting advisor growth initiatives. He has also held positions at JPMorgan Chase and MetLife Financial Services.

Donnie earned a Bachelor of Arts in Finance and an MBA in Strategic Management from Sacred Heart University. He holds FINRA Series 6, 7, 63, and 65 licenses, as well as the Certified Investment Management Analyst® (CIMA®) designation.

← Back to Team