Jeff McMillan

Jeff McMillan

Jeffrey McMillan is currently a Managing Director at Credit Suisse within its Private Banking and Wealth Management Business.� Jeff recently joined Credit Suisse to focus on developing the next generation of wealth management capabilities that look to leverage sophisticated analytics and digital capabilities to help its relationship managers deliver the highest quality investment advice customized to the unique needs of each client.Prior to joining Credit Suisse Jeff spent six years at Morgan Stanley Wealth Management where he had a similar role in building out the industry’s first data driven investment recommendation platform that delivered targeted investment ideas.� In addition to this as Head of Advisor Desktop and Digital Strategy he led the build out, integration and deployment of both the advisor and client platforms as part of the merger between Morgan Stanley and Smith Barney supporting 16,500 advisors and over 2 million clients.Before joining Morgan Stanley, Jeff was the Global Head of Strategic Initiatives for Merrill Lynch Research where he developed strategies for delivering and monetizing research content.Jeff attended the United States Military Academy at West Point and following his graduation served on active duty as an armor officer stationed in South Korea and Fort Knox, Kentucky.