David Wu

Morgan Stanley’s Head of Knowledge Management & Generative AI

Experienced financial executive driving knowledge management and AI initiatives.

Building an Advanced Digital Assistant

Take a deep dive into the creation of an advanced digital assistant with Jeff McMillan and David Wu of Morgan Stanley.

David Wu is a seasoned financial executive currently serving as the Head of Knowledge Management & Generative AI at Morgan Stanley overseeing initiatives aimed at enhancing information accessibility and quality for Wealth Management employees.

With a background spanning strategic roles at Credit Suisse and Deloitte Consulting, David brings extensive experience in analytics, business development, and data strategy to his current position. He holds dual majors in Finance and Accounting from the Stern School of Business at New York University, underpinning his strong foundation in financial expertise and strategic thinking.