Neil is a Managing Director and Portfolio Manager in the firm’s 1290 Avenue of the Americas office. Before joining the Firm, he was a Senior Vice President and Chairman’s Council member at UBS. Neil is currently a member of Morgan Stanley’s Chairman’s Club since 2006. His primary focus is on the fixed income marketplace, specifically in products such as municipal and corporate bonds, taxable and tax-free bond funds, preferred stock and Structured Products. In conjunction with a private banker, Neil also coordinates client mortgages, debt- refinancing, HELOCs and credit line strategies. In addition, he is a Director in Morgan Stanley's Global Sports and Entertainment Group (GSE) and is our primary contact for our professional athletic and entertainment clientele.
Neil received his BA degree from Lehigh University and is Series 7, 31 and 63 registered. The Canell Group was named to Research Magazine’s Top-Ranked Advisor Teams in America (The Winner’s Circle 2008). In 2009 and 2010, Neil was honored as the 92nd and 96th ranked Financial Advisor respectively in the United States (Barron’s Top 100). Additionally, in 2009, 20101, 2011, 2012 and 2013, Neil was chosen as the 30th, 34th, 42nd, 45th and 66th ranked Financial Advisor respectively in New York (Barron’s Top 1000 Advisors). In 2015 and 2016, Neil was chosen as the 80th and 71st ranked Financial Advisor respectively in New York (Barron’s Top 1200 Advisors). Recently, he has also been honored as an inaugural member of the Financial Times Top 400 Advisors for 2013 and 2016 as well New York Magazine’s Top Wealth Managers in 2015 and 2016.
Neil resides in Purchase, New York, with his wife, Loren and their three children, Jordan, Charlie and Harper. Neil is currently a Board Member of S.C.O.P.E., a nonprofit organization that sends less fortunate children to summer camp as well as a Board Member of The Riley Sandler Foundation. He also serves on the Board of both Harrison Youth Lacrosse as well as Harrison Varsity Lacrosse.