About a-team Marketing Services
The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Refinitiv Names Joseph Mrak to Drive Growth in Wealth Management Market

Subscribe to our newsletter

Refinitiv has appointed Joseph Mrak as global head of wealth management with a remit to focus on driving technology innovation, developing key regional and global partnerships, expanding global reach and growing value for clients and prospects. Refinitiv’s wealth management business supports a number of established and emerging wealth customers, and provides global, regional and emerging market platforms across the Americas, Europe, and Asia.  

Mrak joins Refinitiv from Envestnet, where he has been group president since FolioDynamix, where he was chairman and CEO, was acquired in 2018. FolioDynamix/Envestnet provides intelligent digital systems for wealth management in the US and internationally. Prior to FolioDynamix, Mrak held leadership roles at CheckFree (now FiServ) and Citigroup.

Mrak has past experience of partnering Refinitiv and will work with his team to engage global customers, industry groups, key partners and industry leaders in driving the next level of innovation in wealth management across Refinitiv’s Thomson One, Eikon and Beta platforms, with a focus on improving advisor efficiency. From a global perspective, the team will work closely with customers and prospects to evaluate emerging, underserved global markets in Asia Pacific and South America.

Mrak replaces David Akellian, currently managing director and global head of wealth management, who has decided to leave Refinitiv at the end of this year after four years in the company’s lead wealth management role.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Fighting fraud and financial crime with RegTech

Financial fraud and crime continue to escalate causing significant damage to companies, countries and the global economy despite enormous efforts by firms and organisations in the financial services sector to identify and expel bad actors. As these bad actors use increasingly sophisticated techniques to break into financial institutions and extract both money and data, so...

BLOG

DTCC Names BNY Mellon Executive Frank La Salla as President and CEO

DTCC has named Francis (Frank) La Salla as president and CEO of the company with effect from 12 August 2022. He will join DTCC from BNY Mellon, where he is CEO of the bank’s issuer services business and a member of the executive committee. La Salla’s appointment is the result of long-term succession planning and...

EVENT

Data Management Summit London

Now in its 13th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore the evolution of data strategy and how to leverage data to drive compliance and business insight.

GUIDE

Directory of MiFID II Electronic Trading Venues 2018

The inaugural edition of A-Team Group’s Directory of MiFID II Electronic Trading Venues 2018 offers a guide to the European landscape resulting from new market structure introduced by the January 3, 2018 implementation of Markets in Financial Instruments Directive II (MiFID II). The directory provides detailed profiles of more than 70 venue operators and their...