Leadership focused on innovation and client success.

Joseph Mrak – President & CEO

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. With 20 years in the industry, Joe is an established thought leader and entrepreneur known for his vision and ability to evolve technology and investment products to meet the dynamic needs of leaders in the industry. The modular, seamless and scalable technology platform of FolioDynamix is quickly becoming the modern-day platform of choice for firms seeking to grow and lead in the new era of wealth management.

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, now Fiserv, where he lead product development for CheckFree APL. Joe is an established authority in investment program design, wealth management technology, business process best practices, and front-, middle- and back-office operations. Joe started his career working for top consulting firms including A.T. Kearney and Ernst & Young LLP, where he served as a financial services strategy consultant and gained critical insights into the complexities of the financial services industry.

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.

Lisa Von Redden – Chief Operating Officer

As COO of FolioDynamix, Lisa Von Redden oversees product development, client services and operations, client relationship management, and the program management office. Lisa has over 20 years of operations and management committee experience in the asset management, brokerage and institutional trading sectors, with a strong track record of increasing brand value, efficiency and profitability. Prior to joining FolioDynamix, Lisa was COO of Pendo Systems, an accounting software company, where she led strategic planning, business development, operations, finance and human resources.

Lisa also spent 13 years with UBS, where she held various senior-level positions, culminating in her role as executive director of client-facing technologies. Lisa holds a B.S. degree in Accounting from the University of Delaware and an M.B.A. degree in International Business & Finance from New York University’s Stern School of Business.

Steve Rooney – Chief Client Officer

As Chief Client Officer, Steve Rooney oversees account management, business development and sales for FolioDynamix and plays an instrumental role in fostering client success to drive company growth. Steve has over 20 years of business development and sales experience and significant expertise in the financial services technology industry. Prior to joining FolioDynamix, Steve was Global Vice President and Managing Director for Actimize, a company specializing in compliance and risk management solutions for financial services firms.

Steve’s past experience also includes several years as Senior Vice President of Sales for Sungard Energy Systems and various senior-level sales positions at SS&C Technologies, PeopleSoft and Oracle. Steve holds a B.S. degree in Finance from Boston College.

Mark Davis – Chief Technology Officer

Mark is responsible for all aspects of technology and architecture strategy for FolioDynamix, providing expertise on strategic corporate technology initiatives in support of the company’s software-as-a-service platform offerings. Prior to joining FolioDynamix, Mark worked independently for several leading financial services institutions, including Goldman Sachs, UBS, Prudential and Morgan Stanley, providing system architecture and design guidance for mission-critical applications.

Mark has over 20 years of technology expertise, including a focus on technology and operational workflow related to managed assets and multi-strategy portfolios. Mark holds a B.S. degree in Computer Science from Purdue University.

Mark Herman – Chief Financial Officer

As Chief Financial Officer of FolioDynamix, Mark oversees all financial management for the company, including financing strategy, accounting and budgeting, and plays an integral role in evaluating potential acquisitions to drive company growth. Mark is a strategically focused and operationally oriented financial executive with over 30 years of experience in finance and corporate strategy, including managing the IPOs of two companies. Prior to joining FolioDynamix in 2012, Mark was the Chief Financial Officer of Ringleader Digital, where he raised a significant round of financing and oversaw all financial operations and M&A analysis. Mark has also held financial executive positions with mFormation Technologies, Caminus (acquired by Sungard) and GT Interactive, and held senior auditing positions with Deloitte LLP and PriceWaterhouseCoopers.

Mark holds a B.S. in Business Administration from Boston College and is pursuing an M.B.A at Seton Hall University.

Ron Chavez – Chief Compliance Officer

Ron Chavez is Chief Compliance Officer for FolioDynamix and FDx Advisors. He is responsible for ensuring that analysts adhere to FDx Advisors’ stringent research process, chairs the FDx Advisors Research Committee, and advises clients on compliance and governance best practices. Ron previously served on the board of directors for the CFA Society of Sacramento. He has also taught investment analysis and portfolio management in the Golden Gate University M.B.A. program. Ron has been with FDx Advisors and its predecessor firms for over 15 years.

Ron holds a CFA designation, as well as a B.S. degree in Finance and an M.B.A. in Business Administration, both from California State University, Sacramento.

Shari Hensrud-Ellingson– Chief Investment Officer

Shari Hensrud-Ellingson serves as Chief Investment Officer at FolioDynamix. In this role, Shari leads the vision, strategy, research and evaluation of investments for FDx Advisors, the registered investment advisory arm of FolioDynamix. Shari previously served as Chief Investment Officer for Alerus Financial where she oversaw investment strategy for the $2 billion trust department. Shari has leveraged her expertise to help others advance their education, teaching math, economics and finance-related courses for both graduate and undergraduate programs.

Shari holds a CIPM certification from the CFA institute. She also earned the CFA charter and a Ph.D. from the University of Nebraska-Lincoln and holds an M.B.A. in Business Administration and a graduate degree in Mathematics and Statistics, both from the University of North Dakota.