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Joseph Mrak

Investor

Advisory Board at Centana Growth Partners · Investor at Centana Partners

Dallas, Texas, United States

Find your path to Joseph

470 people in our graph share verified history with Joseph — schools, employers, funds. One of them is your warm intro.

James CameronunlockedJoseph: together at Bipsync (2019–2021)
Joseph: together at Foundationsource
×2Joseph: together at CheckFree
Joseph: together at London Stock Exchange Group

About

CEO of Foundation Source, former Global Head of Wealth Management at Refinitiv, and former President of Envestnet.

Experience

  1. Foundation SourceChief Executive Officercurrent2023 — presentGreater New York City Area
  2. CW StoneworksPresident & Ownercurrent2023 — presentDallas-Fort Worth Metroplex
  3. Centana Growth PartnersAdvisory Board Membercurrent2017 — presentNew York, New York, United States
  4. Avertra CorpMember of the Board of Advisorscurrent2018 — presentWashington DC-Baltimore Area
  5. StoneCoatChairman & Ownercurrent2022 — presentDallas, Texas, United States
  6. FairwordsExecutive Chairman2021 — 2023Boulder, Colorado, United States
  7. London Stock Exchange Group (LSEG)MD, Global Head of Wealth Solutions2021 — 2022London, UK & New York, New York, United States
  8. RefinitivMD, Global Head of Wealth Solutions2019 — 2022London, UK & New York, New York, United States
  9. BipsyncBoard Member2019 — 2022New York, New York, United States
  10. Solovis, Inc.Executive Chairman2017 — 2020Dallas, TX
  11. Clearpool GroupBoard Member2015 — 2020New York, New York, United States
  12. StationMDBoard Member2017 — 2019New York City Metropolitan Area
  13. Envestnet, IncGroup President2018Dallas, TX
  14. FolioDynamixChairman and Chief Executive Officer2007 — 2018New York, New York, United States
  15. CitigroupDivisional CEO2006 — 2007New York, New York, United States
  16. CheckFreeVice President, Product Management & Marketing2004 — 2006New York City Metropolitan Area
  17. Placemark InvestmentsCo-Founder, Chief Technology Officer1999 — 2004Dallas, Texas, United States
  18. A.T. Kearney, Inc.Manager1996 — 1999New York, New York, United States
  19. Ernst & Young LLPSenior Consultant1994 — 1996Chicago, Illinois, United States

Skills & more

Capital Raising6Mergers and Acquisitions5New Business Development10Asset Management32Investments42Wealth Management26Banking3Business Strategy10Marketing Strategy3Product Management31Financial Technology2Entrepreneurship14
+12 moreAsset ManagmentInvestment ManagementPortfolio ManagementFinancial ServicesMutual FundsProgram ManagementMergersManagement ConsultingDebt & Equity FinancingStrategySaaSTrading Systems
  • Series 65 — SEC

From Joseph's professional profile.

Colleagues at Centana Growth Partners

Anahita Daghoghi
Investor at Centana Growth Partners
Anton Honikman
Investor at Centana Growth Partners
Avantika Bagri
Investor at Centana Growth Partners
Ben Cukier
Partner at Centana Growth Partners
Benjamin Fulton
Investor at Centana Growth Partners
Bilen Essayas
Investor at Centana Growth Partners
Bob Huret
Investor at Centana Growth Partners
Brittany Helm
Investor at Centana Growth Partners

Frequently asked questions

Who is Joseph Mrak?
CEO of Foundation Source, former Global Head of Wealth Management at Refinitiv, and former President of Envestnet.
Where does Joseph Mrak work?
Joseph Mrak is Advisory Board at Centana Growth Partners.
Where did Joseph Mrak go to school?
Joseph Mrak studied at Texas McCombs School of Business (MBA, Finance); Marquette University (BS, Information Systems and Operations).

Founder mafias

Solovis mafia2

Also came through, then founded or led a company.

Josh ZimmermanVP Risk AnalyticsFounded VRGL

Same school

Shared employers