Richard Kevin Dion

Former President at Placemark Investments, Inc.

Richard Kevin Dion

Richard Kevin Dion

Former President at Placemark Investments, Inc.

Overview
Career Highlights

Placemark Investments, Inc.
Oberon Financial Technology, Inc.

RelSci Relationships

2641

Contact Data
Trying to get in touch with Richard Kevin Dion? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Richard Kevin Dion likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Chief Executive Officer at Placemark Investments, Inc.

Relationship likelihood: Strong

Chief Operating Officer at Solovis, Inc.

Relationship likelihood: Strong

Chief Financial Officer & Principal at NEPC LLC

Relationship likelihood: Average

Executive Vice President, Managing Director, Advisor Suite at Envestnet Asset Management, Inc.

Relationship likelihood: Average

Former Executive Vice President-Enterprise Reporting at Envestnet, Inc.

Relationship likelihood: Average

Chief Technology Officer at Envestnet, Inc.

Relationship likelihood: Average

Executive Vice President-Strategic Development at Envestnet, Inc.

Relationship likelihood: Average

Chief Operating Officer at Envestnet, Inc.

Relationship likelihood: Average

Venture Partner at Ascent Venture Management Inc.

Relationship likelihood: Average

Former Chief Executive Officer at Placemark Investments, Inc.

Relationship likelihood: Average

Paths to Richard Kevin Dion
Potential Connections via
Relationship Science
You
Richard Kevin Dion
Former President at Placemark Investments, Inc.
Education

UNH is a vibrant place: a land-, sea-, and space-grant university located in Durham, N.H., Concord, N.H. and Manchester, NH.

Career History
President
2002 - 2014

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.

Chief Executive Officer
Prior
Executive Vice President & Head-Strategic Partnerships
Prior

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the Envestnet and Envestnet/Yodlee business segments. The Envestnet segment provides wealth management software and services to empower financial advisors and institutions. The Envestnet/ Yodlee segment offers a data aggregation and data intelligence platform for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

Political Donations
$50
2010

Governor at Massachusetts Office of the Governor, Charles Baker

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Richard Kevin Dion. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Richard Kevin Dion's profile does not indicate a business or promotional relationship of any kind between RelSci and Richard Kevin Dion.