Jeff Haller has extensive experience in wealth and asset management, currently serving as a Senior Managing Director at Evercore since 2024. Previously, they held leadership roles at Goldman Sachs from 2020 to 2024, and at RBC Capital Markets, where they were a Director from 2012 to 2014. Haller began their career in investment banking at Lehman Brothers and later worked at Citi as a Vice President. Haller's entrepreneurial spirit led to the founding of TI Capital between 2008 and 2010, alongside roles in private equity at Infinity Point LLC. They earned a BS in Finance from Indiana University - Kelley School of Business in 2004.