Jeff Preston is an Executive Director at Morgan Stanley, specializing in Analytics, Data, and Innovation within the wealth management sector. A graduate of UNC Kenan-Flagler Business School, he has progressed through various leadership roles at the firm. His background also includes serving as an Adjunct Instructor at West Point.
As a military veteran and recipient of the Bronze Star, Jeff is deeply committed to supporting the veteran community. He actively promotes career transition opportunities for military personnel in financial services and supports veteran-focused charities. He also maintains strong ties with the West Point alumni network, encouraging professional connection among graduates.
He is a co-inventor on a patent for a machine learning system designed to match financial leads to advisors.
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