Nancy Jacobson

nancy-jacobson

Q&A

How and why did you get into this business?

After years of practicing public accounting, I thought it would be interesting to branch out into a different industry, and I find finance exciting.

What do you personally think makes Balentine different from other wealth management organizations?

Its integrity and commitment to excellence, which directly relates to the quality of the people who work here. I also love the company culture; people are happy and proud to work for Balentine.

How does your role fit in the big picture of serving clients?

As the Controller, I work behind the scenes. By helping Balentine run smoothly, everyone else can concentrate on the clients.

What do you like to do in your down time away from work?

Now that I am a mom, I love spending time with my son while he is still young enough to want to spend time with me. Before that, I was a marathon runner, triathlete, and glass artist.

Nancy Jacobson, CPA serves as Balentine’s Controller. She brings more than 30 years of financial accounting, business consulting, and tax advisement experience to Balentine, including specific expertise in financial reporting, account analysis, business development, income tax reporting, and tax research. Prior to joining Balentine, Nancy was principal of Nancy Jacobson & Company, CPAs, an accounting firm she founded in 1986. In this role, she was responsible for financial reporting, tax consulting, and business analysis. She began her career at Habif, Arogeti & Wynne and also worked at Aarons Grant & Habif. Nancy received her undergraduate degree from the Wharton School of Business at the University of Pennsylvania.

VITALS

EDUCATION

– BS, University of Pennsylvania – The Wharton School of Business

PROFESSIONAL EXPERIENCE

– Nancy Jacobson & Company CPAs, Principal & Founder
– Aarons Grant & Habif, Senior Staff Accountant
– Habif, Arogeti & Wynne, Staff Accountant

PROFESSIONAL AFFILIATIONS

– Certified Public Accountant (CPA)

COMMUNITY INVOLVEMENT

– DeKalb Symphony Orchestra, Past Board Member

Meet Our Team

Chairman & Chief Executive Officer
Client Service Manager
Associate Relationship Manager
Client Administrative Associate
Chief Investment Officer
Chief Financial Officer
Client Service Associate
Balentine - Clare Easterlin
Director of Business Management
Balentine - Erica Farber
Director of Operations & Chief Compliance Officer
Senior Investment Advisor
Controller
Client Operations Associate
Senior Investment Analyst
Relationship Manager
Senior Relationship Manager
Marketing Associate
Director of Institutional Relationships
Client Service Associate
Head of Relationship Management
Balentine - Rob Ragsdale
Senior Relationship Manager
Senior Investment Advisor
Client Transition Manager
Balentine - Liz Smith
Client Service Associate
Executive Assistant & Office Manager
Relationship Manager
Client Operations Manager
Investment Analyst
Director of Communications
Senior Investment Analyst
James Yost
Associate Relationship Manager
Client Operations Associate