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Jeff McMillan

Chief Analytics and Data Officer, Morgan Stanley

 

Jeff McMillan is Managing Director, Chief Analytics & Data Officer for Morgan Stanley Wealth Management, where he is responsible for all aspects of Wealth Managementís strategy to leverage analytics, data and artificial intelligence to drive growth and efficiencies across the firm. Jeffís is a leader in Wealth Managements efforts to transform its operating model to deliver even higher quality advice and scalable solutions, leveraging the most advanced analytical and artificially intelligent capabilities available.

Jeff is a member of the Wealth Management Operating and Risk Committees as well as the firmís Securities Operating Committee. He is also Co-chair of Morgan Stanleyís Veterans Employee Network.

Prior to his current responsibilities, Jeff has held a variety of leadership roles at Morgan Stanley, including leading the integration of the firmís advisor and client platforms as part of the
Morgan Stanley Smith Barney merger, overseeing the firms digital strategy and development of all product and advisory platforms, as well as owning the build out of Wealth Managements Research capabilities.

Before joining Morgan Stanley, Jeff had a variety of roles within financials services, with a deep focus on business transformation, digital enablement and analytics.

Jeff is a graduate of the United States Military Academy at West Point where he received a BS in economics. Upon graduation, he served on active duty as an armor officer and scout platoon stationed in South Korea and Fort Knox, KY.