Michelle Costa Jacobs

Michelle Costa Jacobs, MBA, is an accomplished finance professional with extensive experience in client advisory roles, currently serving as Vice President, Senior National Coordinator of Client Advisory at Bessemer Trust since April 2014. In this position, Michelle collaborates with the National Director of Client Advisory and the Client Experience Council to enhance client service strategies and efficiency. Previous roles at Bessemer Trust include Vice President, Family and Next Gen Advisor, focusing on relationships with ultra-high-net-worth next generation clients, and Relationship Administrator to the CEO, where strategic planning and communication were vital. Earlier experience includes roles at Spruce Private Investors, LLC, where Michelle managed client relationships for high-net-worth clients. Michelle holds an MBA from Fairfield University with a perfect GPA and is an Accredited Jewelry Professional from the Gemological Institute of America. Additionally, Michelle is pursuing further education at the Institute for Integrative Nutrition.