Customizing Sustainable Investing Portfolios to Align with Investors’ Values

General Investing >> Money Manager Interviews >> October 29, 2020

Jacques R. Elmaleh, CFA, is a Senior Portfolio Manager, the 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 growth, dividend income and international equity strategies. Mr. Elmaleh 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. Mr. Elmaleh 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. Mr. Elmaleh enjoys spending time with his family, playing tennis, biking and boating. Profile

Brian Presti, CFA, is a Senior Portfolio Manager and the Director of Portfolio Strategy at The Colony Group. As the Director of Portfolio Strategy at The Colony Group, Mr. Presti assesses macroeconomic, financial market data and trends to determine appropriate investment opportunities and asset allocation. During his 20-year career, Mr. Presti has held many positions, including most recently Chief Investment Officer at Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, he was with DL Carlson Investment Group managing portfolios for institutions, private clients and their families. While at Carlson, Mr. Presti also covered several sectors of the equity market. Mr. Presti has also worked at Fidelity and Charles Schwab and brings with him a passion for investing and a strong commitment to improve the financial well-being of clients and their families. Mr. Presti is actively involved with the New Hampshire Endowment for Health, where he is Treasurer, a member of the board of directors and Chair of both the investment and finance committees. He graduated from Columbia University with a bachelor’s degree in political science. In addition, he earned his Chartered SRI Counselor and Chartered Financial Analyst — CFA — designation in 2005. Outside of the office, Mr. Presti enjoys running; traveling, especially to tropical destinations; spending time with his family; and watching college sports, basketball and football. He is also an avid music lover and owns a large collection of music, including an extensive vinyl collection. Mr. Presti likes to read short stories, particularly the works of Junot Diaz, Russell Banks and T. Coraghessan Boyle. Mr. Presti is currently a coach in the Granite State Track and Field program. Profile

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TWST: Please start with an introduction to The Colony Group and a closer look at the sustainable investing platform and offering.

Mr. Presti:

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Customizing Sustainable Investing Portfolios to Align with Investors’ Values

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