This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

RIA Edge
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Jeff Haller
MD, Financial Institutions Group, Investment Banking Division at Goldman Sachs


Jeff is a member of the Financial Institutions Group with responsibility for coverage of the Asset and Wealth Management sectors. He joined Goldman Sachs as a vice president in 2017 and was named managing director in 2019.

Prior to joining the firm, Jeff was a director at RBC Capital Markets in New York. Earlier in his career, he worked at Citigroup Global Markets and Lehman Brothers.

Jeff earned a BS in Finance from the Kelley School of Business at Indiana University in 2004.

Agenda Sessions

  • View From the Top: How Top RIA Acquirers Are Identifying and Assigning Value