Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Equity Research
Portfolio Management
Sustainable Investments
Client Specialty
Retirees
Jacques R. Elmaleh, CFA is a Senior Portfolio Manager, Director of Research, and a Principal at The Colony Group. He brings over 20 years of experience working with clients as a portfolio manager and director of research specializing in sustainable investing, growth, dividend income, and international equity strategies.
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 as an Investment analyst.
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. In 2022, he completed the BlackRock Emerging Leader Lab program.
Jacques enjoys spending time with his family, playing tennis, biking, and boating.
Published Insights
Investing with Values: Thoughts on the Anti-ESG Movement
April 12, 2023
There has been much debate, both positive and negative, swirling about ESG investing. What has become known as the “anti-ESG movement” gained significant momentum in 2022. It is not...
Topical Viewpoints
Investing with Values: Q3 2022
December 13, 2022
The Inflation Reduction Act (the “IRA” or the “Act”) of 2022, or H.R. 5376, became law on August 16th, 2022. The bill represents the largest-ever single federal investment in...
In The News
“2 Stocks You Can Count on for Reliable Dividends”
November 9, 2022
The Colony Group’s Jacques Elmaleh spoke with StockNews in “2 Stocks You Can Count on for Reliable Dividends”. He said, “The defensive characteristics of dividend stocks can provide a lower-volatility way to stay invested in equities during rocky stock markets.” Read the full article here.
Investment & Market Analysis
To 2030 and Beyond: Sustainable Investing Megatrends – Webinar Recording
May 7, 2021
The trend to invest in sustainable strategies has increased rapidly, resulting in more than $17 trillion in these assets at end of 2020, a 42% increase from 2018 according...