Chairman & CEO, FolioDynamix
As president and CEO of FolioDynamix, Joseph Mrak has led the company’s growth from its inception in 2007 to its current position as a fast-growing leader and innovator in the wealth management industry.
Prior to launching FolioDynamix, Joe co-founded Placemark Investments, the pioneer in overlay management and standards bearer in delivering highly customized account solutions. Joe also served as general manager of BISYS WealthSolutions, now owned by Citigroup, and headed up product strategy for CheckFree Investment Services, where he lead product development for CheckFree APL.
Joe holds a B.S. degree from Marquette University and an M.B.A. degree from the University of Texas, Austin McCombs School of Business.