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Joseph Mrak III · Dallas, Texas, United States.
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About
Joseph Mrak III is Chief Executive Officer of Foundation Source, leading its strategy and growth in technology-enabled charitable giving. His earlier positions include Global Head of Wealth Management at Refinitiv, Executive Chairman of Solovis and founder and Chief Executive Officer of FolioDynamix. He also co-founded Placemark Investments and held technology leadership roles at CheckFree and BISYS. His company biography lists an MBA from the University of Texas at Austin and a degree from Marquette.
Experience
Chief Executive OfficerCurrent
Foundation Source · Greater New York City Area
Sep 2023 – Present
GTCR backed cloud-based SaaS provider that empowers people and enterprises to create a better world through philanthropy. As the nation’s largest provider of private foundation management services, Foundation Source offers a configurable suite of administrative, compliance, advisory and technology solutions to private family, corporate and operating foundations as well as Donor Advised Funds (DAFs), Endowments and Planned Giving. We work with many of the largest foundations, family offices, RIAs, banks, top 50 universities and brokerage firms to deliver our white labeled solutions.
President & OwnerCurrent
CW Stoneworks & Site Solutions · Dallas-Fort Worth Metroplex
Jul 2023 – Present
High growth trusted site solutions company specializing in engineered retaining walls and hardscape in the DFW metroplex working with the largest home builders and commercial development firms.
Education
- Texas McCombs School of Business — MBA, Finance · 1998 – 2000
- Marquette University — BS, Information Systems and Operations · 1990 – 1994