A team and philosophy you can trust.
Principal & Chief Investment Officer
Experience & Purpose
Brad’s decision to start Tamarack Capital Management is rooted in 26 years of experience managing portfolios for high-net-worth families, endowments, foundations, and corporate accounts. After time at larger firms, Brad wanted to step away from institutionally-focused organizations to put every client’s best interest at the center of our work. He directs the client relationships at the firm, empowers colleagues, and leads growth initiatives. Clients find him to be intentional, analytical and caring.
Brad earned a bachelor’s degree, with concentrations in Business and American History, along with his Master of Business Administration, all from the University of Michigan in Ann Arbor.
Out of the Office
For nearly three decades, Brad and his wife Susan have called Grand Rapids their home, where they raised their two adult children, who are now pursuing their own interests. Two adopted Labrador Retrievers, Henry and Ruby, can be found by Brad’s side at home, and sometimes in the office too. Brad has served on the boards of a number of organizations throughout his career and actively supports local nonprofits.
As an active outdoors person, Brad has developed patience and awareness, which carry over to his thoughtful approach to investing. His best thinking often happens while enjoying the outdoors.
Experience & Purpose
Nicole joined Tamarack in 2020 and brings exceptional Operational, Analytical, and Customer Service experience. Her mission is to make every client know they are valued equally, and she embraces Tamarack's philosophy and autonomy to do what's right for the client.
Nicole earned a bachelor's degree in Business Administration, with concentrations in Law and Finance, from Ferris State University. After skiing the epic trails for ten years while living and working in Colorado, where her two daughters were born, she returned to Michigan to raise them. They are now young adults exploring studies in teaching. She also has a trusty four-legged fur friend named Orion Cornelius Bartholomew and loves enjoying the outdoors by kayak.
Susan is not a direct point of contact for clients, though works hard to ensure her behind-the-scenes contributions will enhance the client experience—and keep typos to a minimum.
The Tamarack Difference
Breaking down the jargon
The financial industry makes many of us feel like outsiders. As a client, you want to understand your investments. Tamarack’s team leads with listening and ensures complicated financial terms are translated into easily understood concepts. As one client said, “Brad translates my updates.”
Tamarack wants investment decisions to be based on each client’s priorities, not a one size fits all model. That’s why Brad founded Tamarack and the team fully embraces the fiduciary model for the firm. It’s also why they are big believers in creating and maintaining genuine relationships with clients.
Tamarack Research Analyst Program
Each year, Tamarack partners with a top-tier BBA student to assist us with portfolio analytics, investment research, and client reporting while offering our interns real-world financial experience. To date, we have enjoyed and benefited from working with three student analysts during their senior year at University of Michigan’s Ross School of Business.
See our analysts here.
Relationships are earned.
We’d love to have a conversation.
Feel free to contact us.
1155 E Paris Avenue SE
Grand Rapids, MI 49546