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Joseph Mrak III

Chief Executive Officer

Joseph Mrak III is the Chief Executive Officer of Foundation Source where he is responsible for the vision, strategy and growth of the company as it becomes the leader in cloud-based SaaS charitable giving solutions.

A well-known pioneer in SaaS-based financial technology, Mr. Mrak’s numerous innovations have helped transform the delivery of holistic wealth management services to high-net-worth individuals and families.

Recently he served as the Global Head of Wealth Management for Refinitiv, a leader in financial markets data and infrastructure, where he managed one of the company’s four main business lines. Previously, Mr. Mrak was Executive Chairman of Solovis, an institutional investment management platform servicing family offices, endowments, RIAs and insurance firms, and served as Chairman and CEO of FolioDynamix, an integrated wealth management platform he founded in 2007 that is now part of Envestnet.

Earlier in his career, Mr. Mrak was a Co-Founder of Placemark Investments where he helped build a more efficient, transparent and flexible delivery model for investment management through the Unified Managed Account (UMA). He has also held executive roles at CheckFree (now Fiserv) and BISYS (now Citigroup) where he oversaw the development of end-to-end and point solutions that automated core financial services functions supporting wealth and asset managers.

Mr. Mrak has an MBA from the University of Texas at Austin McCombs School of Business and a BS from Marquette University.

He splits his time between Dallas and Vail, is the proud father of three children and an avid golfer, wine collector and skier.

Joseph Mrak III