Jacques is a managing director and Certified Financial Planner™ who joined The Portfolio Strategy Group in 2014. Jacques leads our financial planning efforts and is immersed in client service, new business development and marketing. He is a member of the Investment Committee.

He has more than fifteen years of experience in the investment business, including serving as financial advisor to high net worth clients at JP Morgan Private Bank and Bernstein Global Wealth Management. Jacques began his work with private clients by running violinist Isaac Stern’s family office, and also served as production manager for Lincoln Center. He earned his bachelor’s degree in industrial and labor relations from Cornell University and an MBA from the Stern School of Business at NYU.

Jacques and his wife Elyse live in Northern Westchester and have two children in college. He volunteers his time as president of The Merestead Conservancy, treasurer of the Linda and Isaac Stern Charitable Foundation, and is an active member of the Professional Advisory Council for Weill Cornell Medicine. At nearly every opportunity, he can be found sailing and racing on Long Island Sound and Candlewood Lake.

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