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Jeff Miller

Previously, Miller was the head of Advice and Platforms at UBS, with responsibility for fee-based advisory, financial planning and nearly all products and tools used by financial advisors at UBS in the U.S. Before joining UBS, he held senior leadership positions at Mercer, Putnam and Smith Barney. At Mercer, he was Global Executive Committee member, President and Group Executive of Mercer Global Outsourcing, President of Mercer Trust Company, and Head of Mercer's Global Operations and Shared Services Group. At Putnam Investments, Miller served as Head of Europe Distribution, US Defined Contribution, Variable Annuities and Private Asset Management. At Smith Barney, he served as Head of Defined Contribution and Retirement Plan Services, and as a financial advisor.

Posts By Jeff Miller

Succession Planning As Growth Strategy

Jeff Miller   |     16, Jul 2018

The Best Advisory Businesses Create Valu...

Jeff Miller   |     22, Jun 2018

Truelytics, Fidelity and Barron’s Host W...

Jeff Miller   |     20, Mar 2018


The above article is meant for information purposes only and is not intended in any way to provide legal or other advice for any specific situation.  Readers always should consult their own tax, accounting and legal advisors before taking any action related to the above article or subject matter.

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