Placemark Investments

Placemark Investments specializes in Finance, Funds and Trusts with 51 employees

Overview
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Employees

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About Placemark Investments

Placemark Investments is founded in 1999, operates from its headquarter in 16633 Dallas Parkway Suite 700 Addison, TX 75001, US. The company operates in the Finance, Funds and Trusts sector.

Placemark Investments specializes in Overlay management, Unified Managed Accounts (UMA) implementation, Custom UMA program development, Operational infrastructure integration, Preferred investment manager leverage, and offers services including Unified Managed Accounts (UMA), Fee-based investment solution, and Customized portfolio management.

Website

http://www.placemark.com

Year Founded

1999

Social Media

LinkedinFacebookTwitter

Primary Industry

Finance, Funds and Trusts

HQ Location

16633 Dallas Parkway Suite 700 Addison, TX 75001, US

Expertise

Overlay managementUnified Managed Accounts (UMA) implementationCustom UMA program developmentOperational infrastructure integrationPreferred investment manager leverage

Solutions

Unified Managed Accounts (UMA)Fee-based investment solutionCustomized portfolio managementManaged accountsMutual fundsETFs

Keywords

Investment ManagementManaged AccountsAccount AggregationInvestment SolutionsMutual FundsEtfsPortfolio ManagementInvestment VehiclesMulti-Asset InvestingWealth Management

Placemark Investments Offices

40 Williams Street Suite 210 Wellesley, MA 02481, US

View All 1 Office Location

Placemark Investments Org Chart

Placemark Investments management team includes Pat Freeland(Portfolio Manager), Stephanie Williams(Portfolio Manager)

Pat FreelandPortfolio Manager at Placemark Investments

Email Adress Phone Number

Stephanie WilliamsPortfolio Manager at Placemark Investments

Email Adress Phone Number

Product

1 members

Information Technology

1 members

Operations

1 members

Engineering & Technical

1 members

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Placemark Investments Email Formats

Placemark Investments uses at least 1 email formats , the most popular Placemark Investments’s email format is first.last (ex. first.last@placemark.com), used by 100.0% of Placemark Investments work email addresses.

FormatExamplesPercentage

first.last

first.last@placemark.com

100.0%

Get Verified Emails for 14 Placemark Investments Employees

Placemark Investments Employees

Kathryn KutzerDirector, Product Management at Placemark Investments

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Pat FreelandPortfolio Manager at Placemark Investments

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Winn JesterOperations Supervisor at Placemark Investments

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Stephanie WilliamsPortfolio Manager at Placemark Investments

Email Adress Phone Number

Kevin JohnsonSenior Software Engineer at Placemark Investments

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Placemark Investments Key Contacts

JR
Joseph Rinaldi
Vice President at Placemark Investments
- View Profile

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