Jeff McMillan

Jeff McMillan is the Chief Analytics & Data Officer for Wealth Management at Morgan Stanley. Jeff has over 20 years of experience in the financial services industry, starting their career at Merrill Lynch where they spent 8 years as Managing Director of Merrill Lynch Research. Jeff then joined Morgan Stanley Wealth Management in 2009, where they have served in various roles including Head of Investment Platforms. In their current role, Jeff is responsible for leading the data and analytics strategy for the Wealth Management division.

Jeff McMillan attended the United States Military Academy at West Point, where they earned a Bachelor of Science in Economics.

Their manager is Andy Saperstein, Co-President & Head of Wealth Management. They work with Jed Finn - Head of Corporate & Institutional Solutions & COO, Wealth Management, Lisa Shalett - Chief Investment Officer, Wealth Management, and Chad Turner - Managing Director, COO E*Trade.