People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

“I strive to achieve success for our clients, and work diligently to communicate the importance of a long term focus. This focus is critical to the investment process and guides our investment philosophy."

Jacques R. Elmaleh, CFA

Director of Research

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Jacques R. Elmaleh, CFA is the Director of Research at The Colony Group. He brings over 20 years of experience as a research analyst specializing in equity and industry analysis and performance attribution.

Jacques served as Director of Research and a Portfolio Manager and Principal at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019.  Previously, he worked for a money management firm in Miami.

Jacques earned his Bachelor of Science in Biology from Boston College and an MBA from the University of Miami, where he was awarded the Patrick Cesarano Scholarship for academic excellence in finance. In addition, he holds the Chartered Financial Analyst ® designation and is a member of the CFA Society of South Florida.

Jacques enjoys spending time with his family, playing tennis, biking, and boating.