Richard K. Dion
President & Chief Operating Officer
Rich Dion oversees Placemark's core functional activities, including operations, program implementation, technology, product development, client relationship management and advisor sales. Mr. Dion has nearly 25 years experience in financial services, much of it garnered during 15 years at Fidelity Investments, where he worked in a variety of senior sales and product development roles. Prior to joining Placemark, Mr. Dion was Chief Executive Officer of Oberon Financial Technology, a fee-based technology services firm subsequently acquired by Envestnet Asset Management in 2005. Mr. Dion holds a B.A. from the University of New Hampshire.
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