Jeffrey Haller Joins Evercore as Senior Managing Director in the Financial Institutions Group
May 09 2024 - 8:00AM
Business Wire
Evercore announced today (NYSE: EVR) that Jeffrey Haller has
joined the firm as a senior managing director in the financial
institutions group based in New York.
Jason Sobol, co-head of U.S. Investment Banking, said, “Jeff has
built a strong reputation as a leading advisor in the financial
institutions sector, particularly to wealth and asset management
firms. We are looking forward to welcoming him to the team to help
drive the expansion of our financial institutions effort.”
Mr. Haller added, “Evercore’s distinct combination of
independent, world-class advice and multiple client solutions make
us uniquely positioned to meet our wealth and asset management
clients’ needs as they grow and evolve in a changing industry. I am
excited to join this talented group of professionals to advise
clients and partner with the Evercore team to grow our financial
institutions coverage.”
Mr. Haller has more than 20 years of experience working with
financial institutions clients. Prior to joining Evercore, Mr.
Haller was a managing director in the financial institutions
investment banking group at Goldman Sachs, where he helped lead
coverage of the wealth and traditional asset management sectors.
Prior to joining Goldman Sachs in 2017, Mr. Haller was at RBC
Capital Markets in New York and focused on building out investment
banking coverage of the U.S. asset management sector. He also
previously worked at Citigroup and Lehman Brothers.
Mr. Haller holds a B.S. in finance from Indiana University’s
Kelley School of Business.
About Evercore
Evercore (NYSE: EVR) is a premier global independent investment
banking advisory firm. We are dedicated to helping our clients
achieve superior results through trusted independent and innovative
advice on matters of strategic and financial significance to boards
of directors, management teams and shareholders, including mergers
and acquisitions, strategic shareholder advisory, restructurings
and capital structure. Evercore also assists clients in raising
public and private capital, delivers equity research and equity
sales and agency trading execution, and provides wealth and
investment management services to high-net-worth and institutional
investors. Founded in 1995, the firm is headquartered in New York
and maintains offices and affiliate offices in major financial
centers in the Americas, Europe, the Middle East and Asia. For more
information, please visit www.evercore.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20240509605971/en/
Business Contact: Jason Sobol Co-Head of U.S. Investment
Banking Communications@Evercore.com Media Contact: Jamie
Easton Head of Communications & External Affairs
Communications@Evercore.com Or Dukas Linden Public Relations
Evercore@DLPR.com (646) 722-6531 Investor Contact:
InvestorRelations@Evercore.com
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