The Mitchell Group

Neil Mitchell has been at Morgan Stanley since 2008. He and his team provide financial planning, investing and family office services to an elite group of clients. Neil is a member of the Alternative Investments Council of Morgan Stanley. He is also a Global Sports & Entertainment director.

Neil has been recognized as one of the nation’s top financial advisors by Forbes, Barron’s, and The Financial Times. He has also been named to Morgan Stanley’s prestigious Chairman’s Club; an elite group composed of the firm’s top Financial Advisors every year since 2014.

Neil graduated from Lehigh University with a B.S. from the School of Business and Economics.

Neil supports a variety of philanthropic organizations generally in the areas of poverty, homelessness, and education. Neil is the ex-chairman of Project Renewal, one of New York City’s largest providers of comprehensive health services to homeless individuals. Neil and his wife are sponsors of the "I Have a Dream" Foundation in East Harlem, New York. Neil is on the Board of Directors of MCC Theatre in New York. He is also a past member of the Board of Trustees of Central Synagogue in New York City where he served on the executive committee and chaired the investment committee. Neil was also on the board of Mt. Sinai Hospital in New York.

Neil and his wife Shelly live in New York City. They have three adult children. When Neil is not at work, you can find him spending time with his family, rooting for the New York Jets and Rangers, trying to become proficient at golf or going to the theater with Shelly.

2021-2024 Forbes Best-In- State Wealth Advisors ​Source: Forbes.com (Awarded Feb 2021-2024) Data compiled by SHOOK Research LLC based on time period from 12/30/23 - 3/30/24

2016-2025 Barron's Top 1,200 Financial Advisors: State-by-State Source: Barron's.com (Awarded Mar 2016-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2016-2020 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2020; data 6/30/16 - 6/30/19 Awarded 2019; data 6/30/15 - 6/30/18 Awarded 2018; data 6/30/15 - 6/30/17 Awarded 2017; data 9/30/14 - 9/30/16 Awarded 2016; data 9/30/13 - 9/30/15

David Rosengarten joined Morgan Stanley in 2023 after 8 years at Citi Private Bank, 5 years at JP Morgan, and 2 years at Levy Wealth Management Group. David joined Morgan Stanley because he wanted to join a premier platform and team. He is experienced in investments, estate planning and relationship management. He grew up in Huntingdon Valley, PA, earned his BS from Lehigh University and MBA from Columbia Business School. Outside of work, David is involved in Hilarity for Charity (HFC), a national non-profit on a mission to care for families impacted by Alzheimer's disease, activate the next generation of Alzheimer's advocates, and be a leader in brain health research and education. When David is not at work, you can find him playing golf with his brother at the Philadelphia Cricket Club, playing tennis on Randall’s Island, or spending time with his kids at the Tribeca playgrounds. He is an avid Philadelphia sports fan.

William joined The Mitchell Group in 2025, where he helps to address the complex needs of financial professionals, family offices, business owners, athletes and entertainers. Prior to joining Morgan Stanley, William spent over a decade with J.P. Morgan's Private Bank where he was an Executive Director on the Financial Institutions Group. He will be working out of Morgan Stanley's Private Wealth Management offices in Philadelphia and New York City.

William works with his team at Morgan Stanley to develop investment recommendations and holistic wealth plans that can align with client objectives. He has comprehensive experience working in tandem with other professional advisors to help ensure continuity and effectiveness for his client relationships. In addition to working with other professionals to provide tailored banking and investment advice, William helps clients optimize both sides of their balance sheets, while seeking to capitalize on tax-efficient planning strategies and aid in the preservation of long-term generational wealth. William's strong personal and professional networks have allowed him to develop meaningful relationships nationwide, and he plans to continue expanding his practice throughout the Northeast, South Florida and Southern California.

William graduated from Fordham University's Gabelli School of Business in 2015 with a degree in Finance and a concentration in Alternative Investments. He remains involved with the university as an alumni board member of The Alternative Investments Club (AIC). When not working, William enjoys reading financial literature, long distance runs and hikes, golfing, skiing, and traveling the world.

Liam’s role with The Mitchell Group is portfolio monitoring, performance reporting, operational support, and investment research. Liam oversees client performance reviews, and he works to enhance the client experience through forming strong relationships with new and existing clients. Prior to joining Morgan Stanley, Liam worked at Vanguard in the advisor support department. There he worked on financial plans with advisors and their clients. He helped develop and monitor plans and focused on keeping clients on track. Liam was attracted to Morgan Stanley’s premium service model and depth of resources.
 
Liam graduated from Lehigh University, where he majored in Finance and played for the Men’s Lacrosse Team. Outside of the office, Liam enjoys keeping moving and being outdoors. His favorite activities, depending on the season, are fishing and skiing. Liam grew up in the suburbs of Boston as an avid Bruins and Patriots fan.

Hayden Cassone joined the Mitchell Group at the beginning of 2025. Prior to joining the team Hayden was part of both the Morgan Stanley Wealth Management Rotational Analyst and Team Associate Programs, where he focused on ultra-high net worth business development, family offices, and enhancing the experience for the firms’ top clients.

A native of New York, Hayden was born in Manhattan and raised in Westchester. He went on to attend Emory University and graduated with a degree in International Political Science in 2021. While at Emory, Hayden was the captain of the Varsity Men’s Tennis Team, where he led them to two NCAA Team Championships.

In his free time, he enjoys golfing, sailing, fishing, and billiards.

Victoria joined Morgan Stanley Private Wealth Management in 2025. After attending James Madison University, Victoria worked in a variety of support roles in different industries including children’s education and real estate. Prior to Morgan Stanley, she worked at Wells Fargo where she provided administrative support to senior executives.

As a Team Administrator she helps support the everyday needs of The Mitchell Group including calendar management, client meeting coordination and event planning. Outside of work, Victoria enjoys going to the movies, checking out local bookstores, and spending time with friends and family.