Joseph Mrak
Chief Executive Officer at Foundation Source Philanthropic Services, Inc.
Profile
Joseph Mrak was the founder of Placemark Investments, Inc. (founded in 2001) and Folio Dynamics, Inc. (founded in 2007), where he held the titles of Chief Technology Officer and Chairman, President & Chief Executive Officer, respectively.
He currently holds positions as Chief Executive Officer at Foundation Source Philanthropic Services, Inc. (since 2023), Chairman at FairWords, Inc. (since 2021), Director at Clearpool Group, Inc., and Advisor at Centana Management LLC (since 2017).
Mr. Mrak's former positions include Chairman at Solovis, Inc., Director at Bipsync Ltd., General Manager at The BISYS Group, Inc., and Strategy Consultant at Ernst & Young LLP (1994-1996) and A.T.
Kearney, Inc. (1996-1999).
He was also Head-Product Strategy & Development at CheckFree Investment Services (2004-2006).
Mr. Mrak holds an MBA from The University of Texas at Austin (2000) and an undergraduate degree from Marquette University (1994).
Joseph Mrak active positions
| Companies | Position | Start |
|---|---|---|
Clearpool Group, Inc.
 Clearpool Group, Inc. Miscellaneous Commercial ServicesCommercial Services Clearpool Group, Inc. engages in the provision of electronic trading solutions. The company also offers independent agency broker-dealer execution services. It specializes in the algorithmic management system, venue analysis, and Clearpool execution services. The company was founded by Joseph Wald, Brian Schaeffer, and Ray Ross in 2014 and is headquartered in New York, NY. | Director/Board Member | - |
Centana Management LLC
 Centana Management LLC Investment ManagersFinance Centana Management LLC (Centana Growth Partners) is a private equity firm founded in 2015 by Ben Cukier, Eric Byunn and Steve Swain. The firm is headquartered in New York with an additional office in Palo Alto. | Consultant / Advisor | 30/04/2017 |
FairWords, Inc.
 FairWords, Inc. Packaged SoftwareTechnology Services FairWords, Inc. provides surveillance software. It offers compliance, automation, human resource, AI, machine learning and surveillance. The company was founded by Anish Parikh and Evan Caron and is headquartered in Longmont, CO. | Chairman | 31/01/2021 |
Foundation Source Philanthropic Services, Inc.
 Foundation Source Philanthropic Services, Inc. Packaged SoftwareTechnology Services Foundation Source Philanthropic Services, Inc. engages in the provision of comprehensive support services for private foundations. Its services include foundation management, foundation administration, grant and expense processing, compliance monitoring, tax preparation and filings, grants management, international grantmaking, philanthropic guidance and consulting, recordkeeping, and financial and regulatory reporting. The company was founded by Andrew Greenbaum, Neil Greenbaum, Douglas K. Mellinger and Alexander Libkind in April 2000 and is headquartered in Fairfield, CT. | Chief Executive Officer | 18/09/2023 |
Former positions of Joseph Mrak
| Companies | Position | End |
|---|---|---|
Bipsync Ltd.
 Bipsync Ltd. Packaged SoftwareTechnology Services Bipsync Ltd. provides research management software. The firm offers core RMS, process management, compliance and mobile RMS solutions. The company was founded by Danny Donado, James Cameron and Dan Zambonini in 2012 and is headquartered in New York, NY. | Director/Board Member | 31/12/2021 |
CheckFree Investment Services
 CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ. | Corporate Officer/Principal | - |
A.T. Kearney, Inc.
 A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Solovis, Inc.
 Solovis, Inc. Investment ManagersFinance Solovis, Inc. provides multi-asset class portfolio management and reporting solutions for foundations, endowments, pensions, and family offices. It offers platform that generates detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable and transparent reports that empower investors spanning the front to back office. The company was founded by Josh Smith and Caleb Doise in 2013 and is headquartered in Birmingham, AL. | Chairman | - |
Training of Joseph Mrak
| Marquette University | Undergraduate Degree |
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Folio Dynamics, Inc.
 Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Technology Services |
The BISYS Group, Inc.
 The BISYS Group, Inc. Data Processing ServicesTechnology Services The BISYS Group, Inc. provides data technology outsourcing services to financial institutions and corporate clients in the US, Western Europe, Bermuda, and the Cayman Islands. It operates through three units: Investment, Insurance & Education, and Information Services. The firm's customers include commercial banks, investment counselors, insurance companies, thrift institutions, and mutual, hedge and private equity funds. The company is located in New York, NY. | Technology Services |
CheckFree Investment Services
CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ. | Commercial Services |
A.T. Kearney, Inc.
A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Commercial Services |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
Placemark Investments, Inc.
 Placemark Investments, Inc. Investment ManagersFinance Founded in 1999, Placemark Investments, Inc. is a registered investment advisor located in Addison, Texas. The firm is a subsidiary of Placemark Holdings, Inc.. They serve as an overlay portfolio manager for enabling Unified Managed Account programs. They work with financial institutions and advisors to develop and manage sophisticated investment solutions and Unified Managed Account programs. Their customized investment solutions are designed to financial advisors to deliver superior service to high net-worth clients. | Finance |
Clearpool Group, Inc.
Clearpool Group, Inc. Miscellaneous Commercial ServicesCommercial Services Clearpool Group, Inc. engages in the provision of electronic trading solutions. The company also offers independent agency broker-dealer execution services. It specializes in the algorithmic management system, venue analysis, and Clearpool execution services. The company was founded by Joseph Wald, Brian Schaeffer, and Ray Ross in 2014 and is headquartered in New York, NY. | Commercial Services |
Bipsync Ltd.
Bipsync Ltd. Packaged SoftwareTechnology Services Bipsync Ltd. provides research management software. The firm offers core RMS, process management, compliance and mobile RMS solutions. The company was founded by Danny Donado, James Cameron and Dan Zambonini in 2012 and is headquartered in New York, NY. | Technology Services |
Centana Management LLC
Centana Management LLC Investment ManagersFinance Centana Management LLC (Centana Growth Partners) is a private equity firm founded in 2015 by Ben Cukier, Eric Byunn and Steve Swain. The firm is headquartered in New York with an additional office in Palo Alto. | Finance |
FairWords, Inc.
FairWords, Inc. Packaged SoftwareTechnology Services FairWords, Inc. provides surveillance software. It offers compliance, automation, human resource, AI, machine learning and surveillance. The company was founded by Anish Parikh and Evan Caron and is headquartered in Longmont, CO. | Technology Services |
Foundation Source Philanthropic Services, Inc.
Foundation Source Philanthropic Services, Inc. Packaged SoftwareTechnology Services Foundation Source Philanthropic Services, Inc. engages in the provision of comprehensive support services for private foundations. Its services include foundation management, foundation administration, grant and expense processing, compliance monitoring, tax preparation and filings, grants management, international grantmaking, philanthropic guidance and consulting, recordkeeping, and financial and regulatory reporting. The company was founded by Andrew Greenbaum, Neil Greenbaum, Douglas K. Mellinger and Alexander Libkind in April 2000 and is headquartered in Fairfield, CT. | Technology Services |
Solovis, Inc.
Solovis, Inc. Investment ManagersFinance Solovis, Inc. provides multi-asset class portfolio management and reporting solutions for foundations, endowments, pensions, and family offices. It offers platform that generates detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable and transparent reports that empower investors spanning the front to back office. The company was founded by Josh Smith and Caleb Doise in 2013 and is headquartered in Birmingham, AL. | Finance |
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