Welcome

Led by Neil Mitchell and Cillian O'Bradaigh, our team provides comprehensive wealth management services to an elite clientele from the Morgan Stanley Headquarters building in New York City. Neil Mitchell, our founding partner with over 30 years of investing experience, has been nationally recognized as a top ranked adviser by Barron's “Top 1,200 Financial Advisors” every year since 2016, the Financial Times “Top 400 Financial Advisors” every year since 2016, and in 2018 by Forbes “Best-in-State Wealth Advisors”. Cillian O'Bradaigh is a Family Wealth Director and an International Wealth Advisor of Morgan Stanley.

What really distinguishes our team, however, isn’t what we provide. It’s how we work.

We believe that better financial decisions result from collaborative efforts. So, we look for ways to leverage the relationships that we have built over decades to provide our clients with insightful counsel. Our clients benefit from being part of a community of like-minded families who share best practices and review special opportunities together.  They are part of a collaborative ethos that drives all aspects of our advice including investment policies, asset allocation and security selection.

We are proud to say that we have grown our practice primarily through referrals from those who know us best, our clients. We look forward to learning more about you and your family, and discussing how we can help you achieve your goals.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Open-Architecture Platform
  • Manager Selection
  • Proprietary Investment Opportunities
  • Sustainable & Responsible Investing
  • Risk Management
  • Philanthropy Management
  • Family Governance & Wealth Education
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Our Story

Something really interesting happens when you spend most of your time working with exceptionally accomplished people like our clients. You learn something from the general partner of a hedge fund that applies directly to the needs of a prominent executive. A major family office teaches you something that helps solve a problem for an athlete’s business manager. You add the insight and perspectives of other sophisticated investors, not to mention the intellectual capital of Morgan Stanley, and the circle expands. Two-way conversations become collegial networks and the whole becomes more powerful than the sum of the parts.

When we say that we are dedicated to helping highly affluent families address the complex challenges of managing significant wealth, that is only half the story. The other part is that we enable some of the country’s sharpest and most sophisticated financial minds to empower each other by participating in a community of like-minded investors. This circle includes:

• Family Offices
• Business Owners
• Corporate Executives
• Professional Athletes & Entertainers
• Endowments & Foundations
• Private Banks & Trust Companies

    Location

    1585 Broadway, 21st
    Fl
    New York, NY 10036
    US
    Direct:
    (212) 761-5771(212) 761-5771
    Fax:
    (212) 507-3612(212) 507-3612

    Meet The Mitchell, O'Bradaigh Group

    About Me

    Neil Mitchell has 30 years of experience providing financial advice to families and individuals with significant wealth. Neil joined Morgan Stanley in late 2008 after spending most of his career at Lehman Brothers.  He was attracted to the collaborative culture at Morgan Stanley, the Firm’s extensive resources and Private Wealth Management’s boutique structure. Neil and his team provide an array of Family Office services, including Cash Management, Lending, Investments, Trust & Estate Planning Strategies, and Philanthropy Management. Neil has been designated a Morgan Stanley Global Sports and Entertainment director. He is also an Alternative Investments Director, acknowledging his hedge fund and private equity investing experience.

    Neil has been named to Forbes' Best-In-State Wealth Advisors (2018), Barron’s Top 1,200 Financial Advisors (2016-2018), and The Financial Times’ Top 400 Financial Advisors (2016-2018).  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. He is a member of the Family Office Council at the NYU Stern School of Business.

    Neil supports a variety of philanthropic organizations generally in the areas of poverty, homelessness and education. Neil’s philanthropic focus is to help scale organizations that have missions aligned with his and his family’s values, need help growing and have an extraordinary leader. Neil wants to “make a difference” with financial support and just as importantly, by sharing his experience regarding governance, board development and fund raising. Neil and his wife are sponsors of the "I Have a Dream" Foundation. They are providing after-school support to roughly 100 students of P.S. 7 in East Harlem, New York. Additionally, they will provide the financial backing for any of their students accepted to institutions of higher education.

    Neil’s team at Morgan Stanley is currently sponsoring and mentoring an underprivileged ninth grader through the Student Sponsor Partners program. The student has been given the opportunity to attend a non-public high school in NYC. Neil’s team also provides mentoring to the student. They will serve as his sponsor and mentor for his full four years of high school.

    Neil currently serves on the Board of Mt. Sinai Hospital in New York and is a past Chairman of the Board of Trustees of Project Renewal, a leading homeless organization in New York City.  Neil 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 and his wife Shelly live in New York City and Pound Ridge, NY. They have three adult children and a very demanding English Bulldog. When Neil is not at work, you can find him spending time with his family, rooting for the New York Jets and Rangers, inspecting his beehives or going to the theater with Shelly.
    Securities Agent: NJ, WV, WA, PA, OR, OK, NY, NC, MO, MN, MD, MA, IL, FL, DC, CT, CO, CA; General Securities Representative; Investment Advisor Representative
    NMLS#: 1393597

    About Me

    Cillian O’Bradaigh is responsible for providing execution services to a sophisticated client base that includes ultra high net worth individuals, private banks, trust companies, hedge funds, family offices and multifamily offices. Cillian also constructs asset allocation models to be populated with best-of-breed managers from Morgan Stanley’s open architecture platform.

    Cillian began his private wealth management career at Lehman Brothers in 1990 after graduating from Trinity College Dublin with undergraduate and postgraduate degrees in economics and business studies. He is a board member of The Ireland-US Council for Commerce & Industry and of The Paul Chester Children’s Hope Foundation.
    Securities Agent: NJ, TX, NY, NM, NC, FL, DC, CT, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative

    About Me

    James Lindsay focuses on portfolio analytics and research, and facilitates reviews of complex family portfolios. James manages client orders across equities, options, fixed income, foreign exchange and syndicate markets, and supports clients with placement in alternative investment strategies.  Prior to joining Morgan Stanley, James worked for Westminster Research Associates in its commission management group.  He graduated from Villanova Universitys School of Business in 2011 with a major in finance.

    About Me

    Nick Crucet focuses on research portfolio analytics and asset allocation. He also conducts due diligence on current and prospective money managers. Prior to joining Morgan Stanley in 2015, Nick worked for JPMorgan in their credit valuation group, where he performed analysis and price testing for liquid and illiquid credit products. He graduated from Columbia University in 2013 with a major in financial economics, and was a four-year starter for their baseball team.

    About Me

    Grier Poole is a recent graduate from Bucknell University with a major in Economics. She began her career at Morgan Stanley as a summer intern in the Private Wealth Management division.  Griers personable nature and admirable work ethic earned her a full time position with The Mitchell OBradaigh Group.   As a Client Service Associate, Griers primary focus is on client relationship management, administrative functions, performance reporting, and the teams marketing efforts. Grier also enjoys cooking, spinning, and reading.  She currently resides in Rye, New York.
    Securities Agent: CT, WV, WA, PA, OK, NY, NJ, NC, MO, MD, MA, IL, FL, DC, CO, CA; General Securities Representative; Investment Advisor Representative
    Professional Insights

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    Economic and Market Perspectives

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    Market Information Delayed 20 Minutes
    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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    See the Financial Advisors Biographies for Registration and Licensing information.

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