The decision to start Tamarack Capital Management is rooted in our founder’s 24 years of experience building investment portfolios and tailoring innovative and proactive investment management strategies to clients’ needs. Tamarack merges expertise with personal attention, prioritizing each investor’s goals as they preserve and grow wealth. The Tamarack team believes we can better serve clients with our individualized approach. The events of 2020 motivated our firm's launch, as proactive and forward-looking investment management has rarely been more vital.
LIKE THE TAMARACK TREE, WE ARE DARING TO BE UNIQUE & DIFFERENT, DRAWING INSPIRATION TO SERVE OUR CLIENTS AUTHENTICALLY & RELIABLY.
Native to Michigan and growing up to 80 feet tall, the Tamarack tree (Larix laricina) is one of only a few of the Larch species known as a deciduous conifer. While appearing evergreen, the tree's needles turn a beautiful golden yellow and shed in the fall. Each spring, the needles return in a hearty green color, and the life cycle of the adaptable and durable Tamarack repeats.
Meet the Team
PRINCIPAL & CHIEF INVESTMENT OFFICER
Brad leads Tamarack with 24 years of experience managing investment portfolios for high-net-worth families, endowments, foundations, municipalities, corporate accounts, and IRAs/401ks. He directs all primary aspects of client relationship management, including custom-designed investment portfolios meeting each family or organization’s unique needs, client relationship building, empowering colleagues, and corporate growth initiatives.
Brad received his Bachelor’s degree with concentrations in Business and American History, along with his Master of Business Administration, both from the University of Michigan in Ann Arbor.
Brad and his wife Susan have lived in Grand Rapids for 26 of their 30 years of marriage and have two adult children who are successfully pursuing their career interests. Brad has served in advisory roles to a number of organizations and enjoys volunteering for local nonprofits. Their family has two adopted Labrador retrievers, Henry and Ruby. Brad can often be found fishing or hunting when away from the office.
Working with clients
Brad strives to lead with listening, to understand each family or organization’s unique circumstances & goals. From there, we craft a custom portfolio designed to match & serve your specific objectives.
Nicole contributes proficiency in operations and client relations from her work experience including, Senior Business Analyst for Farmers Insurance, Senior Trust Associate for Fifth Third Bank, and Operations and Telecom Manager for an executive suites business.
Nicole received her Bachelor’s degree in Business Administration, with concentrations in Law and Finance, from Ferris State University.
Nicole moved to Colorado in 1996 and spent ten years there before moving back to Michigan to be closer to family. She has two grown daughters and a trusty furry companion, an adopted Pit/Lab mix named Orion.
Working with clients
Nicole approaches each client relationship with the mission of ensuring you and your family are more than simply another account and making all of our clients “raving fans” of Tamarack.
Susan supports Tamarack in organizational and creative capacities. She has been active in the West Michigan nonprofit community for 25 years, including current work as Development Coordinator at BISSELL Pet Foundation. A former high school English teacher, Susan continues to work with students through the college application process as an independent consultant.
Susan graduated with honors from the University of Michigan with a Bachelor of Arts in English Literature.
Susan and Brad have been married for 30 years and have two grown children who are successfully pursuing their career interests. Susan enjoys daily walks with the family’s two rescue dogs, outdoor activities, reading, volunteering, and spending time in Northern Michigan.
While Susan will not actively work with clients, she hopes her contributions will enhance the client experience.
Thomas is a senior studying finance at the Ross School of Business at the University of Michigan. He was born and raised in East Grand Rapids and has past internship experience in wealth management and investment banking. As an analyst, Thomas supports the firm by creating Excel models, analyzing client portfolios, and conducting investment research. After graduation, Thomas will work as an Investment Banking Analyst at Guggenheim Partners in New York City.