JR
Joseph Rinaldi
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Work Experience
May 1997 - Present · 27 years and 8 months
N/A
Present
N/A
May 1997 - Sep 2004 · 7 years and 4 months
N/A
Aug 1985 - Dec 1995 · 10 years and 4 months
Company Details
51-200 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.
Year Founded
1999
Social Media
LinkedinTwitter
Industry
Investment Management
HQ Location
16633 Dallas Parkway Suite 700 Addison, TX 75001, US
Keywords
Overlay ManagementUnified Managed AccountsTax-Customized Portfolios
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