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.

"Positive leadership, communication, and empowerment deliver solutions that build long term relationships."

Tara L. Elmaleh

Managing Director of Operations

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Tara L. Elmaleh is Managing Director of Operations at The Colony Group. Tara leads the firm’s client service function at a national level, overseeing the multi-office operations team that works to ensure high-touch and solutions-oriented service over the life of a client’s engagement.  She also plays a key role in the integration of new teams into The Colony Group’s client service program and brings years of expertise in finance, operations, trading, and overall strategy to the management of the firm.

Tara served as the Chief Administrative Officer and a Managing Principal at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. Tara earned a Bachelor of Arts in Finance from Florida Atlantic University. In addition, she holds the Series 65 license.

Tara currently lives in Boca Raton and loves spending any free time with her husband and two children.