![Richard Kevin Dion](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
| Companies | Position | End |
|---|---|---|
Placemark Investments, Inc.
 Placemark Investments, Inc. Investment ManagersFinance Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance. | President | 30/12/2014 |
| ENVESTNET, INC. | Corporate Officer/Principal | - |
Oberon Financial Technology, Inc.
 Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Engages as asset management software company | Corporate Officer/Principal | - |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 5 |
|---|---|
Oberon Financial Technology, Inc.
Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Engages as asset management software company | Distribution Services |
Placemark Investments, Inc.
Placemark Investments, Inc. Investment ManagersFinance Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance. | Finance |
University of New Hampshire
 University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
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