Tamarac Webinars
Join us for one of our upcoming webinars.

Featured Webinar
Lessons Learned on Technology Selection and Implementation
Thursday, March 23, 2017 | 1:00 P.M. – 2:00 P.M. Missed the webinar? No problem you can still watch our webinar where we learned about the experience two top RIAs had when transitioning from legacy technology to the Tamarac platform.

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Bill Winterberg, CFP®
Bill Winterberg is founder and president of and is a respected personality in the financial planning industry. Bill is widely recognized as an independent authority on the subject of technology in financial services. Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a RIA.
Dustin C. Stiefel - Co-Founder, Principal
Steward Wealth Management
Mr. Stiefel and Co-Founder and Principal Vince Hawkins, CPA established Colleyville, Texas-based Steward in 2007, and by 2016, they were seeking to accomplish more for clients while spending less time behind their desks. They also wanted to ensure a seamless succession for their lifestyle business when they decide to retire.
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Firm Profile
Mike Damas - President
Maryland Capital Advisors
Mike Damas has over 25 years of economic research, trading, and risk management experience. He formed Maryland Capital Advisors in 1997. Until 2001, his firm executed a bond trading strategy as a sub-manager of a large New York-based hedge fund. In 2002, he launched MCA’s own private investment fund implementing a disciplined, market-neutral fixed-income trading strategy. In September 2005, MCA became a registered investment advisor providing portfolio design and management for high net worth families, private organizations, and other select clients.
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Firm Profile
  • Founded: 2005
  • Headquarters: Chester, Maryland
  • Website:
  • Services Offered: Portfolio management, wealth planning, and investment planning/consulting
  • AUM: Nearly $180 million for 83 client households*
  • Clients: Select high-net-worth individuals, families, family offices, trusts, and company retirement plans
  • Staff: Two principals and two client service/operations associates
  • Primary Custodians: Charles Schwab & Co., Fidelity Investments
  • Portfolio Management/Reporting: Advisor View™
  • Portfolio Rebalancing: Advisor Rebalancing®
  • CRM: Advisor CRM®
  • View Maryland Capital Advisors Case Study     View all Case Studies  

Other Webinars
Grow Your Business More Profitably
Thursday July 13, 2017 1:00 - 2:00 P.M. PT Join Tamarac for a live demo of our portfolio and client management software platform, Advisor Xi®, and see the future of online client engagement.

Whether you're in the market for new technology or not, here's an excellent opportunity to preview the latest in integrated, web-based and custodian agnostic technology. See what over 800 independent RIAs are using to deliver a higher standard of care to their clients and scale their business more profitably.

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Advisor Rebalancing
Advisor View