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About Envestnet | Tamarac

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services.

Tamarac serves over 1,000 RIA firms, collectively managing more than $1.2 trillion in assets. Investment advisors that use Tamarac's solution range in size from managing less than $10 million in assets to over $10 billion.

Tamarac was founded in 2000 and is headquartered in Seattle, WA.

About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives.

Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions.
Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for Registered Investment Advisers ("RIAs").
Envestnet | MoneyGuide provides goals-based financial planning applications.
Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.

More than 100,000 advisors and more than 4,700 companies including: 16 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of internet services companies, leverage Envestnet technology and services.

Envestnet solutions enhance knowledge of the client, accelerate client onboarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.

For more information on Envestnet, please go to envestnet.com.

Executive Team

Clive Matthew SpringerManaging Director, Founder
Matt Springer founded Tamarac in 2000 and currently serves as Managing Director.

Prior to bringing over 11 years of experience in the investment management business to Tamarac, Matt served as Director of Trading for Parametric Portfolio Associates. Under his leadership, his team developed automated separate account management software for taxable investors. He then worked directly with Fortune 100 financial institutions to establish distribution channels for the product.

At Parametric Portfolio Associates, Matt also managed over 1,200 taxable accounts valued at $1 billion as a portfolio manager, co-managed a $200B large cap Equity fund for Smith Barney, and he supervised the trade desk that was responsible for executing domestic and international trades for over $4 billion in assets under management.

Matt holds a B.A. in Economics from the University of Washington, a M.B.A. from Seattle University, and is a Chartered Financial Analyst.
Tom DabsonSenior Vice President, Engineering
Tom has recently joined Tamarac to head up the engineering department. He and his teams are responsible for building, testing, and shipping all of Tamarac’s latest and greatest features. His combination of engineering experience and a focus on the end user, creates scalable solutions that deliver maximum benefit to our clients.

Prior to joining Tamarac in July 2017, Tom was Executive Director of Technology at Artefact, a technology design company, where he was responsible for the development of a large variety of websites, applications, and concept work. Before that, he spent nearly 10 years helping Allrecipes grow to become the largest digital food presence in the world – as a developer, and then as the head of engineering for all of the international sites.
Phill D. Rogerson, CFASenior Vice President, RIA Wealth Strategy
As SVP, RIA Wealth Strategy Phill is responsible for delivering investment services and solutions to Tamarac’s clients. He joined Envestnet after spending 28 years at Russell Investments where he held the position of Managing Director of Private Client Services. In this role, Phill was responsible for overseeing Russell’s business line serving financial advisors including the development and management of Russell’s investment programs, products, and consulting services.

Phill has also worked as an independent consultant providing business and investment management advice for financial services and asset management firms. Representative engagements have included acting as the Interim Chief Investment Officer for a $20B AUM national investment advisory firm and developing business strategy for institutional investment firms seeking to gather assets from private investors.
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