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

James joined The Mitchell Group in 2013, where he has leveraged Morgan Stanley’s scale and industry leading resources to address the complex needs of founders, single family offices, C-suite executives, athletes and entertainers. As the team’s Co-CIO, James evaluates family portfolios and develops investment recommendations that align with client goals. He also conducts analysis on third-party managers using the Firm’s proprietary manager research database and performs additional due diligence through direct meetings with portfolio managers. In addition to managing multi-asset client portfolios, James provides leadership and coordination on strategic business planning and development.

James graduated from Villanova University’s School of Business in 2011 with a major in Finance. When out of the office, James enjoys reading up on global capital markets, staying active and traveling, rooting for Villanova Basketball, and spending time on the North Fork of Long Island.

Securities Agent: VA, TN, PA, AR, UT, OK, NC, DC, AZ, WV, NY, NH, GA, MN, FL, WA, MD, CO, DE, NV, NJ, MO, MA, CT, CA, TX, OR, IL; General Securities Representative; Investment Advisor Representative

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.

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.

Isabela joined Morgan Stanley after graduating from Georgetown University. Isabela’s role with the Mitchell Group is client service, operational support, measurement of business analytics and performance reporting. Prior to joining the Mitchell Group, Isabela interned for another Morgan Stanley PWM team. There, she focused on client engagement, producing weekly reports and constructing a database to help manage existing and prospective clients. Isabela was drawn to the client-facing aspect of the Private Wealth sector and the opportunity for growth at Morgan Stanley.

Isabela was a History major and a Spanish minor at Georgetown University. On campus, Isabela spearheaded the Latin American Business Club, a pre-professional platform for Latino students interested in seeking business related opportunities both in the U.S and in Latin America. Isabela currently volunteers at the HANDS Community Center in the Bronx, which provides educational opportunities to low-income migrant communities. In her free time, Isabela enjoys listening to reggaeton, cooking, and spending time with her family in Mexico City.