Elisabeth Jacobson, Mba, Cfp®
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Elisabeth Jacobson, Mba, Cfp® Email & Phone Number

Senior Vice President | Financial Advisor at CAPTRUST at CAPTRUST
Location: Denver Metropolitan Area, United States, United States 7 work roles 3 schools
1 work email found @captrust.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email e****@captrust.com
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Current company
Role
Senior Vice President | Financial Advisor at CAPTRUST
Location
Denver Metropolitan Area, United States, United States

Who is Elisabeth Jacobson, Mba, Cfp®? Overview

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Quick answer

Elisabeth Jacobson, Mba, Cfp® is listed as Senior Vice President | Financial Advisor at CAPTRUST at CAPTRUST, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at captrust.com and a matched LinkedIn profile for Elisabeth Jacobson, Mba, Cfp®.

Elisabeth Jacobson, Mba, Cfp® previously worked as Senior Vice President | Financial Advisor at Captrust and Principal and Senior Wealth Advisor at Shine Wealth Partners. Elisabeth Jacobson, Mba, Cfp® holds Master Of Business Administration (M.B.A.) from Stanford University Graduate School Of Business.

Company email context

Email format at CAPTRUST

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*@captrust.com
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Profile bio

About Elisabeth Jacobson, Mba, Cfp®

I joined CAPTRUST in 2020 from Shine Wealth Partners—one of the first fee-only advisory firms in the country—where I served as principal and senior wealth advisor. Prior to Shine, I was a vice president at Cherry Hills Investment Advisors and also spent many years within the Strategy and Operations practice of Deloitte Consulting.In my role as senior vice president and financial advisor at CAPTRUST, I draw from my demonstrated history within the financial services industry to provide investment advice to high-net-worth individuals, families, and institutions. My approach is holistic, capturing the entire financial picture to help clients achieve their goals.I hold both a Master of Business Administration degree and a Bachelor of Arts degree from Stanford University. I am a lifetime member of Stanford Associates, an honorary organization of alumni who have demonstrated significant and long-standing volunteer service to the university.When not in the office, I enjoy tennis, piano, and spending time with my husband and three daughters.

Listed skills include Business Development, Business Strategy, Leadership, Mergers And Acquisitions, and 11 others.

Current workplace

Elisabeth Jacobson, Mba, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Senior Vice President | Financial Advisor at CAPTRUST
Raleigh, NC
AeroLeads page
7 roles · 33 years

Elisabeth Jacobson, Mba, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President | Financial Advisor

Current

Raleigh, NC, US

Shine Wealth Partners merged with CAPTRUST in November 2020.

Nov 2020 - Present

Principal And Senior Wealth Advisor

Shine Wealth Partners
Jan 2020 - Nov 2020

Senior Wealth Advisor

Shine Wealth Partners
Jun 2017 - Jan 2020

Vice President

Cherry Hills Investment Advisors
2014 - 2017 ~3 yrs

Portfolio Associate

Rcm

Worldwide, OO

1993 - 1996 ~3 yrs
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts →

3 education records

Elisabeth Jacobson, Mba, Cfp® education

Master Of Business Administration (M.B.A.)

Stanford University Graduate School Of Business

Bachelor Of Arts (B.A.)

Stanford University

Education record

The Hockaday School
FAQ

Frequently asked questions about Elisabeth Jacobson, Mba, Cfp®

Quick answers generated from the profile data available on this page.

What company does Elisabeth Jacobson, Mba, Cfp® work for?

Elisabeth Jacobson, Mba, Cfp® works for CAPTRUST.

What is Elisabeth Jacobson, Mba, Cfp®'s role at CAPTRUST?

Elisabeth Jacobson, Mba, Cfp® is listed as Senior Vice President | Financial Advisor at CAPTRUST at CAPTRUST.

What is Elisabeth Jacobson, Mba, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrust.com for Elisabeth Jacobson, Mba, Cfp® at CAPTRUST.

Where is Elisabeth Jacobson, Mba, Cfp® based?

Elisabeth Jacobson, Mba, Cfp® is based in Denver Metropolitan Area, United States, United States while working with CAPTRUST.

What companies has Elisabeth Jacobson, Mba, Cfp® worked for?

Elisabeth Jacobson, Mba, Cfp® has worked for Captrust, Shine Wealth Partners, Cherry Hills Investment Advisors, Palladia Capital Management, Llc, and Deloitte Consulting.

Who are Elisabeth Jacobson, Mba, Cfp®'s colleagues at CAPTRUST?

Elisabeth Jacobson, Mba, Cfp®'s colleagues at CAPTRUST include Christopher S., Kelly Looker, Heather Magnison, John Davenport, Cfa, and Mario C. Giganti, Cfp®, Cpa.

How can I contact Elisabeth Jacobson, Mba, Cfp®?

You can use AeroLeads to view verified contact signals for Elisabeth Jacobson, Mba, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Elisabeth Jacobson, Mba, Cfp® attend?

Elisabeth Jacobson, Mba, Cfp® holds Master Of Business Administration (M.B.A.) from Stanford University Graduate School Of Business.

What skills is Elisabeth Jacobson, Mba, Cfp® known for?

Elisabeth Jacobson, Mba, Cfp® is listed with skills including Business Development, Business Strategy, Leadership, Mergers And Acquisitions, Strategy, Management Consulting, Business Process Improvement, and Corporate Development.

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