AKRA

Meet Our Leadership

Arvind R Kesireddy

Founder & CEO

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Ken Grant

Advisory Board Member

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Chris Hulse

Advisory Board Member

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Pam Yang

Advisory Board Member

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Greg Willson

Advisory Board Member

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Art Loomis

Advisory Board Member

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Arvind R Kesireddy

Founder & CEO

Ken Grant

Advisory Board Member

Pamela Yang

Advisory Board Member

Art Loomis

Advisory Board Member

Tom Forese

Advisory Board Member

Greg Wilson

Advisory Board Member

Chris Hulse

Advisory Board Member

INDIVIDUAL APPROACH

We Appreciate Clients and Their Business

Contact Us

Contact

Locations

  • USA :
    1 Marina Park Dr, Ste 1410 Boston, MA 02210, USA.
  • India :
    Sattva Knowledge City, 7th Floor, Octave 3, Hitech City, Hyderabad, Telangana - 500081

AKRA

AKRA Investment Services is a Financial and Technology Services provider that specializes in Investment Services, Product Development and Data Analytics. Our wide range of Investment Products, Services and Custom Solutions are committed to helping our clients meet their unique needs and goals.

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Arvind Kesireddy

Founder & CEO

Arvind Kesireddy has more than 20 Years of experience in Financial and Technology industries primarily focused in technology-driven Investment Solutions. His knowledge and expertise in Investment Services, Solutions Engineering and Systems Architecture helped solve complex problems and deliver the best possible solutions for the clients.
Formerly, Arvind was an EVP & Chief Operating Officer for NRS/Global Trust Company and Chief Information Officer developing its proprietary platform servicing Trust, Retirement and Investment services. His deep understanding of Industry needs and emerging technologies has helped the organization achieve great financial success and client satisfaction. Prior to NRS, he worked at Fidelity Investments developing and supporting high volume algorthmic trading platform for equity markets.
Arvind has graduated from Northeastern University with MS in Computer Systems Engineering, MBA – Management from Fitchburg University, and has certficate in Artificial Intelligence from Massachusetts Institute of Technology (MIT), Six Sigma Certificate from Villonava University.

Ken Grant

Advisory Board Member

Kenneth GY Grant is an independent director with over 40 years of executive leadership experience. He has founded and led multiple financial services firms on both sides of the for-profit and not-for-profit divide. Among the solutions provided by the firms he created are multiple tax-transparent, multi-national, fund-of-funds solutions for the institutional market. The Trust and Registered Investment Companies he has led offer a menu of investment product: ETFs, traditional mutual funds, interval or tender funds, as well as exempt product, collective investment trusts and limited liability corporations.

Current: Independent Director, Board of Directors, Unified Series Trust (2008 – Present), chair of its Governance & Nominating Committee and member of its Pricing & Liquidity Committee. Independent Director, Standpoint Multi-Asset (Cayman) Fund, Ltd, (2019 – Present). Independent Director, Chair, Board of Directors, Peak Income Plus Fund (2022 – present). Independent Director, Advisors Charitable Gift Fund (2020 – present). Member and Chair, Investment Committees of Massachusetts Council of Churches (2011 – present) and Presbytery of Boston (2015 – present). Member, Dean’s Advisory Board, Boston University, School of Theology (2020 – present). Minister Member and Trustee, Presbytery of Boston, Presbyterian Church (USA) (1975 – present).

Recent: Executive Vice President (EVP), Benefit Plans Administrative Services, Inc., provider of retirement benefit plans administration (2019 – 2020). EVP, Advisors Charitable Gift Fund (2003 – 2020), a Donor Advised Fund. Director, Northeast Retirement Services (NRS) LLC, a transfer agent and fund administrator; and Director, Global Trust Company (GTC), a non-depository trust company sponsoring private investment product (2003 – 2019). EVP, NRS (2003 – 2019); GTC, EVP (2008 – 2019); EVP, Savings Banks Retirement Association (2003 – 2019), provider of qualified retirement benefit plans. Director, Lift Up Africa (2008-2018), a nonprofit working in East Africa.

Mr. Grant is a Teaching Elder, the Presbytery of Boston. He is a graduate of Syracuse University (Bachelor of Arts), Boston University (Master of Theology) and Clark University (MBA) and has served as adjunct faculty at Harvard University. He and his wife live in Swampscott, MA.

Pamela Yang

Advisory Board Member

Pamela is Chief Operating Officer of a commercial real estate company with a history of nearly nine decades in Boston, Massachusetts. In her role, Pamela oversees daily operations, including guiding strategic planning, providing oversight and working closely with various teams and the ownership. In addition, Pamela plays a key role in leading the development and implementation of the firm’s culture, ESG and diversity, equity and inclusion initiatives. Recognized as a key leader, mentor, and role model, in 2022, Pamela was the recipient of the Globe Street’s Women of Influence Award in the Corporate Executive category. Pamela also oversees the investment management for the single family office.
Prior to the current role, Pamela was Managing Director, Head of Charitable Asset Management at State Street Global Advisors, where she lead a team that manages investment and administration of endowment and charitable assets for over 200 non-for-profit clients. Before SSGA, Pamela spent 18 years as SVP, Head of Trust Investments and Operations at Harvard Management Company, where she oversaw the Trusts and Gifts group in fulfilling the fiduciary responsibilities for Harvard University’s charitable assets. At Harvard, Pamela built a team that provided investment, reporting, administration and tax services for Harvard’s prominent donors. Before joining Harvard, Pamela started her career at PriceWaterhouse Coopers in the assurance division as an auditor of primiarily financial services clients including Fidelity and Putnam.
Currently, Pamela is a Governor on the Board of Governors of the CFA Institute and a Trustee of the Boston Ballet. On both boards, Pamela serves on the Audit, Finance and Investment Committees. In addition to the CFA Charter, Pamela holds a Chartered Global Management Accountant designation and is a Certified Public Accountant since 1998.
Pamela holds an MBA/MS in Accounting at Northeastern University and did Ph.D. work in French Literature at New York University. Pamela is an avid reader, and speaks & writes fluently English, French and Chinese.

Art Loomis

Advisory Board Member

Mr. Loomis founded Loomis & Co., Inc. and its broker dealer subsidiary, Northeast Capital & Advisory, Inc., in 1992. Since then, the Firm has been consistently ranked among the top investment banks to community banks nationwide in mergers and acquisitions, strategic planning and performance enhancements, private placements and public offerings.
Mr. Loomis also launched the Financial Institutions Fund, LLC., a community and regional bank focused hedge fund in 1996 and continues to serve as its portfolio manager.
Prior to Loomis & Co., Mr. Loomis had progressive levels of responsibility at four Wall Street firms, where he was responsible for corporate finance activities for financial institutions nationwide. Mr. Loomis also had extensive commercial banking and regulatory experience while at Banc One Corporation in Columbus, Ohio and the Federal Reserve Bank of New York, respectively.
Mr. Loomis received his Bachelor’s in Economics and Master’s in Business Administration degrees from Cornell University. He has lectured at Cornell and the University of Rochester, made frequent presentations at various banking seminars, state and national conventions and banking schools, and is regularly quoted in such periodicals as American Banker, Bank Director, and U.S. Banker.

Tom Forese

Advisory Member

Mr. Forese has more than forty years of experience in pension and endowment administration, and senior corporate leadership. For the last 20 years he has been the CEO and Plan Administrator for the Savings Banks Employees Retirement Association(SBERA). During this time, he created and was CEO of Northeast Retirement Services(NRS), Global Trust Company(GTC) and Advisors Charitable Gift Fund(ACGF). \
Mr. Forese has a degree in Accounting and Finance from Villanova University.

Greg Wilson

Advisory Board Member

Gregory Wilson is the Chief Information Security Officer (CISO) at Putnam Investments and a United States Air Force veteran.
Prior to joining Putnam Investments, Wilson served as the Chief Information Security Officer at Pioneer Natural Resources and was the Head of Information Security at 1st Global. Wilson led the IT Compliance and Security function at TPG Capital and the IT Compliance and Security group at Lehigh Hanson.
Wilson graduated cum laude with a bachelor’s degree in Public Administration from the University of Nebraska and a master’s degree in Economics from the University of Oklahoma. Wilson holds a certificate from the Harvard Kennedy School cyber security executive program and holds the CISSP, CISM, CGEIT, CDPSE, PSM and PMP certifications as well as his Series 7 and 24. Wilson is a boardroom Qualified Technology Expert (QTE) by DDN and holds a board certification in Director Professionalism by the NACD.
Wilson serves on the Board of Director’s at Intrusion Inc. as the Chair of Nomination/Governance and is a member of Audit Committee. He also serves as an Advisor for Menlo Ventures, YL and Vation Ventures and on EveryIncome, LLC corporate Advisory Boards and Boston Innovation Advisory Council. Wilson also serves on the following professional boards, including CNBC Technology Executive Council, Boston CXO Executive Committee and SecureWorld Boston Advisory Boards.

Chris Hulse

Advisory Board Member

Chris Hulse is Chief Executive Officer of Northeast Retirement Services LLC (NRS) and its subsidiary Global Trust Company (GTC). He is responsible for the strategic direction of the firms as well as its daily client servicing and overall operations. Prior to the role of CEO Chris was Chief Operating Officer of NRS and GTC for 15 years.
Mr. Hulse has over thirty years of senior consulting and executive experience in investment services with a specialty in investment product strategy, process and systems. Chris is also an officer of the Savings Banks Employees Retirement Association and CEO of Advisors Charitable Gift Fund. Prior to joining NRS, Mr. Hulse was a Partner with KPMG and Managing Director for KPMG Consulting in the Investment Services practice.
He is a graduate of Bentley University.

Excel Data Fusion Pro

AKRA is the ultimate solution for converting excel sheets into normalized data. Our product provides a hassle-free experience every time, and with an easy-to-use interface you can expect to streamline your data processing process with ease. Our product allows converting excel sheets into normalized data with ease and build solutions to accomodate the business logic by converting excel functions and calculations into custom modules. With our advanced features and user-friendly interface, you can simplify your workflow and enjoy seamless data processing instantly.

Our all-in-one solution is designed to make your data processing experience easy and stress-free. Say goodbye to manual data entry and inefficient data processing and welcome the seamless processing with AKRA.

API Connector

API Connector is an easy-to-use solution for connecting to various data sources, aggregating and normalizing data for investments. It simplifies the process of connecting to multiple data sources, allowing users to access the information they need quickly and efficiently. With API Connector, users can easily integrate data from multiple sources into one unified dashboard, allowing for more informed decisions when it comes to investing. It is the perfect tool for any investor looking to stay ahead of the curve.

Allocations

Our Allocation service is designed to help investors and institutions maximize their return on investment. We provide a look through into the holdings of a portfolio, and provide detailed income and expense reports to better track gains and losses. We also provide tax optimization strategies to ensure you get the most out of your investments. With our Allocation service, you can be sure you are making the most of your investments.

Investor Management System

Investor Management is a comprehensive shareholder services platform to help institutional investors manage their portfolios and investments. It provides real-time analytics and insights, as well as customizable reports to help investors make informed decisions. It also includes features like portfolio diversification, risk analysis, and asset allocation tracking. With its intuitive user interface and powerful tools, Investor Management is the perfect solution for any institutional investor.

OCIO/Portfolio Management

AKRA's OCIO Platform is an advanced system for institutions to manage their investments and portfolios. It provides detailed insights into allocations & performance of their investments, allowing for easy decision making. Its rebalancing, trading & risk management functionality and with customized reporting & dashboard capablities gives an edge to investment officers & portfolio accountants. The platform provides APIs to integrate with multiple sources & process data for comprehensive business intelligence insights, allowing institutions to monitor their investments in real-time and make decisions. With OCIO Platform, institutions can improve work flow process, reduce manual work, minimize risk and maximize returns.

Data Aggregator

Data Aggregator is a powerful tool that allows users to efficiently aggregate data from multiple custodians, recordkeepers and investment platforms into one centralized platform. It enables users to quickly and accurately analyze data from multiple sources, allowing them to make smarter investment decisions. It is an invaluable tool for portfolio managers, financial advisors, and other investment professionals.

With Data Aggregator, users can quickly and easily access the data they need to make informed decisions and stay ahead of the competition.

Trade Suite

The Trade Suite is designed to give traders an edge in the markets. It provides real-time market data, advanced charting capabilities, and powerful trading tools to help traders make informed decisions. With its intuitive design and user-friendly interface, the Trade Suite is a great choice for traders of all levels. It is also fully customizable, allowing users to tailor the system to their specific needs.