Director—Wealth Strategies Group
Stacie Jacobsen is a Vice President and Director of the Wealth Strategies Group. She is also Co-head of the Sports, Media, and Entertainment Group and a member of Family Engagement Services at Bernstein. Based in our Los Angeles office, Stacie works closely with high-net-worth families, family offices, and their professional advisors on family engagement and education, and a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy and diversification planning for holders of concentrated portfolios. She was appointed to her current position in 2014; joined the firm in 2001 and began working in the Wealth Strategies Group in 2004. Stacie earned a BS in business administration with an emphasis in finance from the University of Colorado, Boulder, and an MBA from the Marshall School of Business at the University of Southern California. When not at the office, you can find Stacie enjoying the outdoors with her children—whether she’s teaching them how to ski, coaching their soccer teams, or simply enjoying Southern California’s sandy beaches.