Placemark Investments Employee Directory

Investment ManagementTexas, United 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.

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Placemark Investments Global Highlights

North America
31

United States Of America
30
Canada
1

Africa
1

South Africa
1

Asia
1

India
1

Placemark Investments's Leadership

S. S.
Vice President Investment Advisory Soluti
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D. G.
Executive Assistant To Chairman & CEO
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T. M.
Founder
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J. R.
Vice President
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K. K.
Director, Product Management
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L. O.
Assistant Corporate Controller
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M. M.
Director, Advisor Sales
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M. K.
Director - Data Services
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Contact profiles from Placemark Investments

Name

Title

Contact Info

Location

Last Update

D. G.
Executive Assistant To Chairman & CEO
✕
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Email
United StatesMassachusetts
Oct 22, 2024
T. M.
Founder
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Email
United StatesNew York
Oct 17, 2024
J. R.
Vice President
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Email
United StatesTexas
Sep 19, 2024
S. S.
Vice President Investment Advisory Soluti
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Mobile Phone
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Email
United StatesCalifornia
Nov 13, 2024
K. K.
Director, Product Management
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Email
United StatesTexas
Mar 05, 2024
L. O.
Assistant Corporate Controller
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Email
United StatesTexas
Oct 16, 2024
M. M.
Director, Advisor Sales
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Email
United StatesMassachusetts
Oct 22, 2024
M. K.
Director - Data Services
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Email
United StatesTexas
Sep 18, 2024
M. F.
Technical Design Director
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Email
CanadaBritish Columbia
Jul 26, 2024
J. P.
Manager, Marketing
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Email
United StatesMassachusetts
Aug 02, 2024

Frequently Asked Questions

What is Placemark Investments known for?

Placemark Investments operates in the Investment Management industry. The company's main headquarters is located in 16633 Dallas Parkway Addison, TX 75001 US; you can contact the main corporate office by phone at

+1-972-404-****

. Explore Placemark Investments's company overview page for more information.

What is Placemark Investments's most common email format?

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?

Placemark Investments has approximately 51 employees as of November 2024. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Placemark Investments's key employees and leadership?

As of November 2024, Placemark Investments's key employees include:

Vice President Investment Advisory Soluti: S. S.
Executive Assistant To Chairman & CEO: D. G.
Founder: T. M.
Vice President: J. R.
Director, Product Management: K. K.

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