Richard Kevin Dion
Profile
Mr. Richard K.
Dion is President at Placemark Investments, Inc. where he also serves as Chief Operating Officer.
Prior to joining Placemark Investments, Mr. Dion was employed as Chief Executive Officer by Oberon Financial Technology, Inc. and Senior Vice President by FMR LLC.
Mr. Dion received his BA in Political Science from the University of New Hampshire.
Former positions of Richard Kevin Dion
| Companies | Position | End |
|---|---|---|
Placemark Investments, Inc.
 Placemark Investments, Inc. Investment ManagersFinance Founded in 1999, Placemark Investments, Inc. is a registered investment advisor located in Addison, Texas. The firm is a subsidiary of Placemark Holdings, Inc.. They serve as an overlay portfolio manager for enabling Unified Managed Account programs. They work with financial institutions and advisors to develop and manage sophisticated investment solutions and Unified Managed Account programs. Their customized investment solutions are designed to financial advisors to deliver superior service to high net-worth clients. | President | 30/12/2014 |
| ENVESTNET, INC. | Corporate Officer/Principal | - |
Oberon Financial Technology, Inc.
 Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE. | Corporate Officer/Principal | - |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Training of Richard Kevin Dion
| University of New Hampshire | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Private companies | 3 |
|---|---|
Placemark Investments, Inc.
Placemark Investments, Inc. Investment ManagersFinance Founded in 1999, Placemark Investments, Inc. is a registered investment advisor located in Addison, Texas. The firm is a subsidiary of Placemark Holdings, Inc.. They serve as an overlay portfolio manager for enabling Unified Managed Account programs. They work with financial institutions and advisors to develop and manage sophisticated investment solutions and Unified Managed Account programs. Their customized investment solutions are designed to financial advisors to deliver superior service to high net-worth clients. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Oberon Financial Technology, Inc.
Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE. | Distribution Services |
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