Placemark Investments has added two new vice presidents to its Investment Advisory Solutions team.
Scott Smith and Michelle Barbiere will join Erik Preus, CFA, David Caffrey and Mark Marcellino on the company’s development team.
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With the addition of Scott and Michelle, Placemark will be well-positioned to provide the services of UMA Marketplace to registered investment advisors throughout the country. Scott and Michelle will cover the Midwest and West Coast, respectively.
Scott Smith has fifteen years of experience in financial services in both sales and relationship management roles.
Most recently, Scott was Vice President of Sales at Fidelity Institutional Wealth Services in the Midwest. Before his time with Fidelity, Scott was a Relationship Manager at Schwab Advisor Services in New York City. He will be based in Chicago, Illinois.
Michelle Barbiere has been in the financial services Industry for twenty-one years working directly with registered investment advisors and money managers that offer mutual funds and separately managed accounts.
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By GlobalDataMichelle’s most recent positions include Vice President of Business Strategy at Merrill Lynch and Relationship Manager at Schwab Advisor Services. She will be based in Evergreen, Colorado.
Lee Chertavian, Chairman and CEO of Placemark Investments, said: "The independent RIA channel represents a key part of our growth strategy."
Erik Preus, executive vice president and head of Placemark’s Investment Advisory Solutions team, said: "Both bring substantial experience to our effort and will help us expand the distribution of UMA Marketplace within the independent channels. Adding both Scott and Michelle demonstrates our increasing commitment to serve RIAs."
