RIA in a Box CEO and leadership

Julian Makas is a successful leader and manager who has worked the entire spectrum of information technology helping corporations and SMBs attain their goals of implementing secure technology and systems. With over two decades of in-depth information systems exposure, he has extensive experience in analysis, design, development, and implementation of client-server and cloud based information systems, with a focus on information security on such topics as applications and network security, vulnerability assessment, testing and auditing, and risk assessment through network penetration testing.

Julian describes himself as a technophile who appreciates what it takes to develop secure and reliable solutions, guide management through managing security risk, and has the ability to manage, coordinate, and deliver.

As COO/CISO & Founding Partner at ITEGRIA™, Julian is passionate about bringing enterprise level technology solutions to small and medium sized RIA clients. He and his team are experts in understanding the technological SEC and FINRA regulatory requirements that are unique to RIA firms. They provide leading edge solutions such as cloud environments, support desk, system and network administration, disaster recovery testing, and information security.

RIA firms work with Julian and ITEGRIA™ to have a technology partner who:

- Understands the Compliance and Technology needs of RIA firms

- Has the capability to deliver high performance Cloud Solutions, that meet the regulatory scrutiny needed by Advisors, as part of their core offering

- Proactively tests, remediates and monitors for security and cyber-security threats and vulnerabilities on cloud and client networks

ITEGRIA is a member of the two largest custodial vendor alliance programs.

Julian is a self-described geek, problem solver and life-long learner who is passionate about technology and figuring out how to make everything work better.