Elisabeth Jacobson

Elisabeth Jacobson, MBA, CFP®, currently serves as Senior Vice President and Financial Advisor at CAPTRUST, where Elisabeth has been since the merger of Shine Wealth Partners with CAPTRUST in November 2020. Prior to this role, Elisabeth was the Principal and Senior Wealth Advisor at Shine Wealth Partners from June 2017 to November 2020, and held the position of Vice President at Cherry Hills Investment Advisors from 2014 to 2017. Early in their career, Elisabeth worked as a Research Associate at Palladia Capital Management, LLC (2012-2014), a Manager at Deloitte Consulting (1998-2005), and a Portfolio Associate at RCM (1993-1996). Elisabeth earned an MBA from the Stanford University Graduate School of Business and a BA from Stanford University, as well as attending The Hockaday School.