Elisabeth L. Jacobson, CFP®
Senior Vice President,
Elisabeth Jacobson is a wealth management financial advisor based in the Lone Tree, CO.
Elisabeth joined CAPTRUST in 2020 from Shine Wealth Partners—one of the first fee-only advisory firms in the country—where she served as principal and senior wealth advisor. Prior to Shine, Elisabeth was a vice president at Cherry Hills Investment Advisors and also spent many years within the Strategy and Operations practice of Deloitte Consulting.
In her role as senior vice president and financial advisor at CAPTRUST, Elisabeth draws from her demonstrated history within the financial services industry to provide investment advice to high-net-worth individuals, families, and institutions. Her approach is holistic, capturing the entire financial picture to help clients achieve their goals.
Elisabeth holds both a Master of Business Administration degree and a Bachelor of Arts degree from Stanford University. She is 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, Elisabeth enjoys tennis, piano, coaching soccer, and spending time with her husband and three daughters.
- Bachelor of Arts degree from Stanford University
- Master of Business Administration degree from Stanford University
- CERTIFIED FINANCIAL PLANNER™
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