Placemark Investments
Addison, TX
We have found information with phone and email addresses about the company Placemark Investments, based in 16633 Dallas Pkwy SUITE 700, Addison, TX 75001, TX. The company works in the Investment Management industry. The company's main products are Securities Brokers. This business is connected with these specialties: Overlay Management, Unified Managed Accounts, and Tax-Customized Portfolios. Phone numbers, email addresses and other contact information for the company and President Rich Dion can be found on our website.
Company Details
Last Update
Jul 13, 2022
Doing business as
PLACEMARK INVESTMENTS, INC
UMA Marketplace, Beyond Alpha
Location
16633 Dallas Pkwy SUITE 700, Addison, TX 75001
Phone
(***) ***-8100
(***) ***-4505
Industry
Investment Management
Closed-End Investment Office
Category
Investment Advisory Service
Advertising & Promotional Product Dealers
Financial Planning Consultants & Services
Specialties
Overlay Management
Unified Managed Accounts
Tax-Customized Portfolios
Founded
1999
Number of Employee
51-200 employees
Products
Securities Brokers
SIC6
672600 - Closed-end investment offices
NAICS
561 - Administrative and Support Services
Decision Makers
John R. Bullard
President
Thomas Cademartori
Managing Director
Employees
Paul Polese
Vice President, Senior Relationship Manager At Fidelity Investments At Fidelity
Erik Preus
Managing Director
Michael Pescatore
Senior Vice President, Business Development
Saladin Ali-Salaam
Director Of User Experience - Design And Development
Ron Pruitt
Chief Operating Officer
Rudi Bayer
Director, Global Client Relationships, Business Development
David Caffrey
Vice President, Client Advisor Ria
Michael J Fallin
Chief Operations Officer
Disha Parikh
Assistant Vice President - Head Of Reconciliations
Kenneth Schlupp
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