Placemark Investments Inc.

Unified Accounts Offer a Trading Option.(Wealth Management)(Bank of Montreal)(Placemark Investments Inc.)
American Banker; 11/10/2009; 1188 words; ...its partnership with Placemark Investments Inc., a Boston unified...client-directed investment account to BMO Nesbitt...and alternative investments. "If the industry...a co-founder of Placemark, said this is "another...

Hilliard Lyons Hoping Late Is Better for a Rollout in UMAs.(Wealth Management)(unified managed account platform)(J.J.B. Hilliard, W.L. Lyons Inc.)
American Banker; 9/22/2009; 1696 words; ...a broader array of investment products, Shutterly...worry about adding new investment and insurance products...has partnered with Placemark Investments Inc. of Wellesley, Mass...Hilliard Lyons selected Placemark from a crowded field...

Brokerage luminaries to lead Madoff trading venture; Castor Pollux names Mazzarella, Petrilli to top posts.(NEWS)
Investment News; 6/8/2009; 1149 words; ...Boston-based Fidelity Investments. He was president...including its registered investment adviser, correspondent...executive of Pyxis Mobile Inc., a wireless-applications...firms, including Placemark Investments Inc., a Wellesley...

At SunTrust, Big Expectations Despite Late Arrival to UMAs.(Wealth Management)(unified managed account)(SunTrust Banks Inc.)
American Banker; 10/22/2008; 1280 words; ...executive at SunTrust Banks Inc. said he expects its...ClearSight and fiduciary investment model as being an important...owned by MasterCard Inc., said SunTrust is...crowded market includes Placemark Investments Inc. of Wellesley, Mass...

Placemark Offering Transfer Services.(Wealth Management)(Brief article)
American Banker; 10/9/2008; 690 words; ...Byline: Matt Ackermann Placemark Investments Inc., a provider of...extension of services Placemark provides its sponsor...the major registered investment advisory trade and...worth clients, Placemark said. The services...