Jeff McMillan

Chief Analytics and Data Officer at Morgan Stanley and 2 other companies
On the record
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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.

    19 March 2021
  • 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.

    9 November 2019
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