Jeff McMillan

Head of AI, Morgan Stanley

Strategic leader driving analytics and AI innovation.

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.

Successful Adoption of AI

Despite the complexity and sensitivity innate to financial institutions, Morgan Stanley was able to partner with Open AI to create AI @ Morgan Stanley Assistant.

Jeff McMillan is the Head of Analytics, Data, & Innovation for Morgan Stanley Wealth Management where he spearheads the strategic use of analytics, machine learning, and artificial intelligence to drive growth and efficiency.

With a background at Morgan Stanley dating back to 2009, Jeff has held key roles such as Head of Advisor Platforms and COO for the Investment Strategy Group, playing a crucial part in the integration of advisor and client platforms during the Morgan Stanley and Smith Barney merger.