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

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.

Related content

WEBINAR

Recorded Webinar: Financial Services Infrastructure in the Post-Covid Environment

The Covid-19 pandemic has shaken financial institutions’ working practices to the core. Trading volumes have exploded, with some venues recording more than 10X the usual volume of transactions. Volatility has raged, with the benchmark VIX index testing new highs. And nor are these one-offs; the impact has been sustained since the virus hit in early...

BLOG

Charles River Names Caroline O’Shaughnessy as Head of EMEA

Charles River Development (CRD), a State Street Company, has appointed Caroline O’Shaughnessy as senior vice president and head of EMEA with responsibility for all business oversight within the region and collaboration with State Street Alpha, State Street’s global front-to-back office platform. O’Shaughnessy joins CRD, provider of the Charles River Investment Management Solution, from the London...

EVENT

FRTB Briefing Virtual (Redirected)

The FRTB Briefing Virtual will examine key focus areas and priorities for banks in 2020 and offer guidance, advice and expertise for tackling the challenges and pain points around implementing the FRTB regulation.

GUIDE

Entity Data Management Handbook – Fifth Edition

Welcome to the fifth edition of A-Team Group’s Entity Data Management Handbook, sponsored for the fourth year running by entity data specialist Bureau van Dijk, a Moody’s Analytics Company. The past year has seen a crackdown on corporate responsibility for financial crime – with financial firms facing draconian fines for non-compliance and the very real...