Jeff McMillan | Source | Chief Analytics and Data Officer at Morgan Stanley
Jeff McMillan
Chief Analytics and Data Officer at Morgan Stanley
and 2 other companies
Recent Quotes
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There are a lot of different theories about what makes financial advisors successful: organizing in teams or working as an individual, doing financial plans for clients or not, wealth management or transactional focus.
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The machine serves up those ideas to the financial advisor, and then they decide what makes sense based on their practice and the needs of the clients.
Media
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Artificial intelligence is changing how investors' money is being managed
The future of financial planning will be radically different, thanks to new technology. Here's how firms large and small are already starting to test the waters with this technology.
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The Future Of Work Now: Morgan Stanley’s Financial Advisors And The Next Best Action System
Morgan Stanley's financial advisors make effective use of a Next Best Action system based on artificial intelligence.
Article
Employment
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Morgan Stanley
Chief Analytics and Data Officer
started Mar 2016 -
Morgan Stanley Wealth Management (https://www.morganstanley.com)
Head Investment Platforms
Jun 2009 – Jun 2015 -
Merrill Lynch (https://www.ml.com/)
Managing Director Merrill Lynch Research
Jun 2001 – Nov 2009