Elisabeth Jacobson, Mba, Cfp® Email & Phone Number

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.