About
Built on Wall Street.Fluent in AI.
Founded by Jeffrey McMillan, former Head of Firmwide AI at Morgan Stanley, McMillanAI helps decision-makers understand and deploy AI effectively.
- 20+
- Years in Tech & Finance
- C-Suite
- Level Advisory
- Global
- Enterprise Experience
About Jeff
Mission-Driven Leadership, Applied to AI
Jeff combines his experience as the former Head of Firmwide AI at Morgan Stanley, years as a Chief Analytics Officer, an adjunct professor at Columbia, and a West Point graduate to bring discipline and strategic clarity to AI transformation.
He has trained thousands of employees and worked with organizations across the U.S., Europe, Asia and the Middle East. His focus is the same everywhere: helping leaders understand AI well enough to ask the right questions.
At Morgan Stanley
Putting GPT-4 in Advisors’ Hands
Morgan Stanley Wealth Management, the first financial services customer of OpenAI, built AI tools that help financial advisors find answers faster and spend more time with clients.
- 98%
- of advisor teams use the AI assistant
- 20% to 80%
- of firm documents reachable by advisors
- 100,000
- documents the assistant can now answer from
Evals before deployment
Every AI use case was tested against expert judgment before going live.
Pilot to firmwide
The advisor assistant grew into a family of tools, including a meeting summarizer.
Trust built in
Daily regression testing and zero data retention kept outputs compliant and data private.
How I Work
Trust is the foundation of advisory work. These are the commitments I operate under, published before you engage.
Platform-agnostic
No preferred vendors and no referral fees or revenue shares with any AI platform or consulting firm. My recommendations are independent.
Confidential by default
What you share stays with me. I never carry client information across engagements.
Work I won't take
Systems designed to deceive users, AI built to circumvent regulation, removing human oversight from decisions about people's lives, or headcount cuts dressed up as strategy.
“The leaders who thrive won’t be those who understand every algorithm; they’ll be the ones who ask the right questions, set the right guardrails, and move decisively.”
Press
In the News
Coverage of Jeff’s work, his writing, and his perspective on deploying AI at enterprise scale.