anaged accounts specialist Placemark Investments
has brought Richard Dion
onboard to head its sales and marketing efforts. The Boston-based firm provides a platform for advisors. Dion was most recently CEO of Oberon Financial Technology
His position is newly created, said a spokesperson.
"Richard has a proven record of success in helping to build businesses that serve the broker-dealer and financial planning marketplaces. His experience will be a tremendous asset for Placemark as we continue to grow," said Lee Chertavian
, chief executive officer at Placemark Investments in a statement.
Dion is a 15-year veteran of Fidelity Investments
. He was part of the team that built and managed the interactive services of the firm's wholesale mutual fund distribution business. He also spent seven years at Fidelity's Institutional Brokerage Group.
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