About
Advisory board member; CEO of Foundation Source and former Global Head of Wealth Management at Refinitiv and President of Envestnet.
Experience
- Foundation SourceChief Executive Officercurrent2023 β presentGreater New York City Area
- CW StoneworksPresident & Ownercurrent2023 β presentDallas-Fort Worth Metroplex
- Centana Growth PartnersAdvisory Board Membercurrent2017 β presentNew York, New York, United States
- Avertra CorpMember of the Board of Advisorscurrent2018 β presentWashington DC-Baltimore Area
- StoneCoatChairman & Ownercurrent2022 β presentDallas, Texas, United States
- FairwordsExecutive Chairman2021 β 2023Boulder, Colorado, United States
- London Stock Exchange Group (LSEG)MD, Global Head of Wealth Solutions2021 β 2022London, UK & New York, New York, United States
- RefinitivMD, Global Head of Wealth Solutions2019 β 2022London, UK & New York, New York, United States
- BipsyncBoard Member2019 β 2022New York, New York, United States
- Solovis, Inc.Executive Chairman2017 β 2020Dallas, TX
- Clearpool GroupBoard Member2015 β 2020New York, New York, United States
- StationMDBoard Member2017 β 2019New York City Metropolitan Area
- Envestnet, IncGroup President2018Dallas, TX
- FolioDynamixChairman and Chief Executive Officer2007 β 2018New York, New York, United States
- CitigroupDivisional CEO2006 β 2007New York, New York, United States
- CheckFreeVice President, Product Management & Marketing2004 β 2006New York City Metropolitan Area
- Placemark InvestmentsCo-Founder, Chief Technology Officer1999 β 2004Dallas, Texas, United States
- A.T. Kearney, Inc.Manager1996 β 1999New York, New York, United States
- Ernst & Young LLPSenior Consultant1994 β 1996Chicago, Illinois, United States
Education
- Texas McCombs School of BusinessMBA, Finance1998 β 2000
- Marquette UniversityBS, Information Systems and Operations1990 β 1994
Skills & more
Capital Raising6Mergers and Acquisitions5New Business Development10Asset Management32Investments42Wealth Management26Banking3Business Strategy10Marketing Strategy3Product Management31Financial Technology2Entrepreneurship14
+12 more
Asset ManagmentInvestment ManagementPortfolio ManagementFinancial ServicesMutual FundsProgram ManagementMergersManagement ConsultingDebt & Equity FinancingStrategySaaSTrading Systems- Series 65 β SEC
From Joseph's professional profile.
Colleagues at Centana Growth Partners
Anton Honikman
Investor at Centana Growth Partners
Ben Cukier
Partner at Centana Growth Partners
Benjamin Fulton
Investor at Centana Growth Partners
Bob Huret
Investor at Centana Growth Partners
Candler Rich
Vice President at Centana Growth Partners
Christopher Chen
Associate at Centana Growth Partners
Daniel Ricciardi
CFO at Centana Growth Partners
Darren Hodges
Investor at Centana Growth Partners
Frequently asked questions
- Where does Joseph Mrak work?
- Joseph Mrak is at Centana Growth Partners.
Founder mafias
Texas McCombs School of Business mafia21
Also came through, then founded or led a company.
Joseph KellyBusinessFounded Unchained Capital +1Jose BethancourtFounded TeacherTalent +1Andre LorenceauBachelor of Business Administration (BBA)Founded Divigas +1Kyle WilliamsMBAFounded MD RevolutionBrian FarmerFounded InipharmHarrison YeagerBachelor of Business Administration - BBAFounded StopLight
+ 14 more
Marquette University mafia9
Also came through, then founded or led a company.
Greg SirotekBachelor of Science (BS)Founded Opencoreemr +1Todd CozzensBAFounded UnitedHealth GroupMike MulicaBAFounded ActilityTom WernerBachelor of Science (BS)Founded SunpowerMike ApostalFinanceFounded RugietMichael HarshBachelor of Science - BSFounded Terapede Systems
+ 2 more
Fairwords mafia2
Also came through, then founded or led a company.
London Stock Exchange Group mafia2
Also came through, then founded or led a company.
Same school
Also attended Texas McCombs School of Business159
Bill GurleyGeneral Partner Emeritus at Benchmark; author of Above the Crowd; BG2 co-hostArnon DinurPartner at 83NorthMonica SolizDirector, Marketing at Sapphire VenturesDale ChangOperating Partner at Scale Venture PartnersJoel HemmertFinance/Legal/IR at 8VCMadison McDonaldFinance/Legal/IR at 8VC
+ 153 more
Also attended Marquette University38
AdriΓ‘n MachoAssociate at Inveready Technology Investment GroupTodd CozzensInvestor at TRANSFORMATION CAPITALBennett ThomasGeneral Partner at Triple Impact CapitalTed NeelyVenture Partner at Exit Quotient VenturesMatt KelleyDirector, FINTOP Network at FINTOP CapitalMartha GallagherOf Counsel at Cultivation Capital
+ 32 more
Shared employers
Also worked at London Stock Exchange Group (LSEG)4
Also worked at StationMD1
Also worked at Envestnet, Inc1
Also worked at Citigroup729
Nina AchadjianInvestor at Index VenturesRishi ModiInvestor at GV (Google Ventures)RustyAdvisor at Clear VenturesKerry WongHead of Investor Relations at Pantera CapitalTori KorineInvestor at OpenView Venture PartnersAnn PauloseSenior Investor Relations Associate at Greycroft
+ 723 more

































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