Morgan Stanley Private Wealth Management


The Mitchell, O'Bradaigh Group

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The Mitchell, O'Bradaigh Group

Delivering first-class service and a high level of attention, our clients benefit from our extensive network and experience.

Welcome

Welcome Message

Led by Neil Mitchell and Cillian O'Bradaigh, our team provides comprehensive wealth management services to an elite clientele of successful executives, business owners, family offices, professional athletes and entertainers. These services begin with highly customized investment strategies, and extend into every aspect of their financial lives–from Banking and Lending Services to Trust & Estate Planning to Philanthropy Management and Family Governance. 

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. We regularly host gatherings to discuss timely financial topics and investment opportunities. These meetings bring our clients together with leading investment managers, strategists and political experts from both Morgan Stanley and our broader network. They are part of a collaborative ethos that drives all aspects of our advice including investment policies, asset allocation, manager 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.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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

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


About PWM

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 $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • 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 Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

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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.

Location

Location

  • 1585 Broadway, 21st Fl
  • New York, NY 10036


    Meet the Professionals

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services

    Insights and Outcomes

    Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

    We invite you to contact us.

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    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.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration.  Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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