Placemark Investments

Investment Bank/Securities Brokerage - Addison, TX, US

Placemark Investments Senior Management
Dene Gatewood

executive assistant to chairman and chief executive officer

Contact Dene Gatewood

View All Placemark Investments Employees Contact All Placemark Investments Employees
Placemark Investments Details

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.

Placemark Investments logo, Placemark Investments contact details
Website: placemark.com
Employees: 100 - 249
HQ: 972-404-8100
Location: Addison, TX, US
Revenue: 20 - 50 Million
Overlay Management Unified Managed Accounts Tax-Customized Portfolios B2B Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Placemark Investments Technologies
CMS

Drupal

Other

Microsoft Office 365

Hosting

Amazon AWS

View All Technologies Used At Placemark Investments

Contacting Placemark Investments: Connect with Executives and Employees

Get in Touch with Placemark Investments Executives and Employees

Connecting with Placemark Investments's Executives and Workforce

Accessing Contact Information for Placemark Investments Executives

Connecting with Placemark Investments: Reach Out to Their Team

Discover How to Contact Placemark Investments Executives and Staff

Looking to connect with Placemark Investments executives or employees?

Seeking to Get in Touch with Placemark Investments Executives or Staff?

Want to Reach Out to Placemark Investments Executives or Team Members?

In Search of Contact Details for Placemark Investments Professionals?

Connecting with Placemark Investments: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z