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Author: Nate Johnson

Do you love N-Tier models, wine and Directed Trades? If yes, then you’d have a lot in common with this 7 year Tamarac veteran. After a short stint as a financial advisor, Nate Johnson joined Tamarac and quickly moved onto our consulting team as a Senior Trading Consultant, and is currently VP of Tamarac Trading. When he’s not building models, Nate enjoys all that the Pacific NW has to offer with his wife, Shannon, and their three young daughters. He also enjoys woodworking, home improvements and playing guitar.
Capital Gains/Trading

Tamarac Capital Gains Tax Budget Tool: Making a Difference for Successful Advisors

November 12, 2020 Nate Johnson

As the year winds down and advisors look to lock-in several 2020 tax bill changes for their clients, the focus…

Read More Tamarac Capital Gains Tax Budget Tool: Making a Difference for Successful Advisors

Market Volatility/Reporting/Trading

Ready to Support You in Volatile Markets: Enhancements to Tamarac Reporting & Trading

October 29, 2020October 29, 2020 Nate Johnson

At Envestnet | Tamarac, we’re committed to helping you prepare for potential market volatility around Election 2020. During the early…

Read More Ready to Support You in Volatile Markets: Enhancements to Tamarac Reporting & Trading

Integrations/Partner Power

New Partnership with Flyer’s Co-Pilot OMS Creates Better Outcomes for Clients

November 26, 2019June 5, 2020 Nate Johnson

At Envestnet | Tamarac®, we proudly partner with best-in-class industry leaders to support your ever-changing business needs. In our new…

Read More New Partnership with Flyer’s Co-Pilot OMS Creates Better Outcomes for Clients

Trading

New Sleeve-Level Trading and Reporting Tool Helps Advisors Streamline and Automate Back-End Processes

October 1, 2019June 5, 2020 Nate Johnson

For successful advisors who use unified managed account (UMA) models and fund managers to add diversification to client portfolios, we've…

Read More New Sleeve-Level Trading and Reporting Tool Helps Advisors Streamline and Automate Back-End Processes

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