Placemark Investments Employee Directory

Investment ManagementUnited States51-200 Employees

Placemark Investments is the investment industry's leading overlay manager for enabling Unified Managed Accounts (UMA), a fee-based investment solution that incorporates multiple investment vehicles such as managed accounts, mutual funds, and ETFs into a customized portfolio. Placemark works with managed account program sponsors to develop custom UMA programs that deliver superior features and value to their advisors, while leveraging their existing operational infrastructure and preferred investment managers and products.  Founded in 1999, Placemark has offices in Dallas, TX, and Wellesley, MA.  For more information, please visit the company's website at www.placemark.com.

Find Placemark Investments employees' phone numbers or email addresses

Placemark Investments Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Placemark Investments's Leadership

  • Stylized image of a person
    M. M.
    Director, Advisor Sales
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  • Stylized image of a person
    L. O.
    Assistant Corporate Controller
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  • Stylized image of a person
    G. B.
    Ui Developer
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  • Stylized image of a person
    J. M.
    Management Information Systems Administrator
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  • Stylized image of a person
    G. F.
    Regional Consultant
    Phone icon

Contact profiles from Placemark Investments

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. M.
    Director, Advisor Sales
    Phone icon
    United StatesMassachusetts
    Nov 11, 2025
  • Stylized image of a person
    L. O.
    Assistant Corporate Controller
    Phone icon
    United StatesTexas
    Oct 20, 2025
  • Stylized image of a person
    G. B.
    Ui Developer
    Phone icon
    United StatesTexas
    Oct 23, 2024
  • Stylized image of a person
    J. M.
    Management Information Systems Administrator
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    G. F.
    Regional Consultant
    Phone icon
    United StatesArizona
    Nov 13, 2025

Frequently Asked Questions

What is Placemark Investments known for?

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Placemark Investments was founded in 1999 operates in the Investment Management industry. The company's main headquarters is located in 16633 Dallas Parkway, Suite 700 Addison, TX 75001, US; you can contact the main corporate office by phone at . Explore Placemark Investments's company overview page for more information.

What is Placemark Investments's most common email format?

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Placemark Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Placemark Investments email formats with LeadIQ.

How many employees does Placemark Investments have currently?

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Placemark Investments has approximately 51 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Placemark Investments's key employees and leadership?

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As of October 2025, Placemark Investments's key employees include:

  • Director, Advisor Sales: M. M.
  • Assistant Corporate Controller: L. O.
  • Ui Developer: G. B.
  • Management Information Systems Administrator: J. M.
  • Regional Consultant: G. F.

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