JEFF MCMILLAN
TOP 10 – AI LEADERS IN FINANCIAL SERVICES
01
JEFF MCMILLAN
ROLE: HEAD OF FIRMWIDE AI COMPANY: MORGAN STANLEY
Jeff serves as Head of Firmwide AI at Morgan Stanley. He is the architect behind Morgan Stanley’ s partnership with OpenAI and the development of the AI @ Morgan Stanley Assistant, deployed to thousands of financial advisers. In his role, Jeff leads firmwide strategy for generative AI, focused on capturing and operationalising the firm’ s institutional knowledge and making it accessible across wealth management workflows.
His work aims to enhance adviser productivity, client service and decision support by embedding intelligent tools into daily practice. Jeff is a strong advocate of a human-in-the-loop model, ensuring AI systems augment rather than replace professional judgement, with robust controls around risk, compliance and governance in a highly-regulated financial environment.
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46 June 2026