Joseph Mrak, III

Global Head of Wealth Management at Refinitiv US Holdings, Inc.

Joseph Mrak, III

Joseph Mrak, III

Global Head of Wealth Management at Refinitiv US Holdings, Inc.

Overview
Career Highlights

FDx Advisors, Inc.
Folio Dynamix
Placemark Investments, Inc.

RelSci Relationships

231

Number of Boards

3

Relationships
RelSci Relationships are individuals Joseph Mrak, III likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Operating Officer at Folio Dynamix

Relationship likelihood: Strong

Chief Executive Officer & Founder at Clearpool Group, Inc.

Relationship likelihood: Strong

President, Co-Founder at Clearpool Group, Inc.

Relationship likelihood: Strong

Co-Founder, Chief Technology Officer at Clearpool Group, Inc.

Relationship likelihood: Strong

Managing Partner at Edison Ventures Management LLC

Relationship likelihood: Strong

Interim Chief Executive Officer at Envestnet, Inc.

Relationship likelihood: Strong

Chief Investment Officer at Folio Dynamix

Relationship likelihood: Strong

Former Chairman & Chief Information Officer at Folio Dynamix

Relationship likelihood: Strong

Founder at Vestwell Holdings, Inc.

Relationship likelihood: Strong

Co-Founder at Solovis, Inc.

Relationship likelihood: Strong

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Joseph Mrak, III
Global Head of Wealth Management at Refinitiv US Holdings, Inc.
Education
MBA Finance
Class of 2000

The University of Texas at Austin is one of the largest public universities in the United States and is the largest institution of The University of Texas System. Founded in 1883, the university has grown from a single building, eight teachers, two departments and 221 students to a 350-acre main campus with 17 colleges and schools, about 24,000 faculty and staff, and more than 50,000 students.

BS Information Systems & Operational Management
Class of 1994

Marquette is a Catholic and Jesuit university in Milwaukee, Wis., dedicated to serving God by serving our students and contributing to the advancement of knowledge. Enrollment: Almost 8,300 undergraduate and 3,500 graduate and professional students; all states and 69 countries represented Undergraduate programs: 77 majors and 65 minors and pre-professional programs in dentistry, law and medicine

Career History
Global Head of Wealth Management
2019 - Current

Refinitiv US Holdings, Inc. engages in the provision of financial market data and infrastructure services. It offers critical news, information, and analytics, enabling transactions, and connecting communities of trading, investment, financial, and corporate professionals. The company was founded by David William Craig and is headquartered in New York, NY.

Chairman
2008 - ?

FDx Advisors does not generally recommend investments in a particular type of security. Rather, the firm primarily offers recommendations on money managers and mutual funds to institutional clients who invest primarily in equity and fixed income securities.FDx Advisors provide investment strategies to their clients through a model-based program, the VisX Program. The VisX Program consists of portfolios of ETFs, mutual funds and third party money managers, fulfilling seven investment objectives (each, with a taxable or non-taxable option) ranging from conservative to aggressive, including income focused objectives. The firm applies proprietary and vendor applications to help in the construction of mean variant optimized portfolios. Each portfolio is created utilizing a broad range of asset classes, including international equity and fixed income asset classes, and US equity and fixed income asset classes, incorporating a blend of strategic asset allocation with tactical allocation strategies. Tactical allocation represents 0%-30% of the portfolio. Portfolios are reviewed periodically for allocation adjustments based on changing market conditions.FDx Advisors also provides customized portfolio specific to institutional client equity to fixed income parameters, generally as follows: Conservative 0%-20%; Income 10%-30%; Income & Growth 20%-40%; Balanced 30%-60%; Growth & Income 50%-70%; Growth 60%-80%; and Aggressive Growth 70%-100%.In addition, the firm offers the VisX Enhanced Index Strategies Portfolio under the VisX Program, which seeks to maintain the tracking error of the strategy to a stated index within 1%-3% while maintaining low turnover. This portfolio holds from 30-60 stocks. FDx Advisors uses third party buy side research and optimizes the recommended portfolio within a multi-factor risk model framework to manage and maintain risk within the stated objective target. Securities are sold upon down-grading from the third party research provider. These strategies are intended for investors who are willing to withstand the risk of short-term price fluctuations. Portfolios are diversified across different US equity market sectors.

Chairman, President & Chief Executive Officer
2007 - Prior

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.

Boards & Committees
Director
Current

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.

Transactions
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Folio Dynamix raised money in a private placement transaction

Investments
Details Hidden

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.

Details Hidden

Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance.

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