Client Success

Robert S. Naka
Robert S. Naka

Executive Vice President

Robert S. Naka (“Rob”) is an executive with more than 30 years of investment industry experience spanning operations, fund accounting, information technology and administrative services with an emphasis in providing operational leadership for mergers and acquisitions. Rob has worked at the following investment managers Pilgrim, ING (Voya), Forward, Salient and Altegris.

Dhiraj Adlakha
Dhiraj Adlakha

Senior Vice President

Dhiraj has 20 years of experience in Finance/Operations, with 15 years in the Hedge Fund Administration services - Middle office Reconciliations, Valuations and P&L Reporting. Dhiraj has CAIA along with Masters in Finance.

Laura
Laura Latella

Senior Vice President

Laura Latella has over 20 years of experience in alternative investments across global managed futures and hedged equity asset classes. She has held senior roles in the management and oversight of 40 Act Mutual Funds, U.S. and Offshore Private Funds, investment advisor and broker-dealer entities.

Kimberly
Kimberley Vercoe

Vice President

Kimberley has over 25 years of experience in finance, auditing, taxation, compliance, regulatory reporting, fund operation and business development with futures brokerage firms, managed futures funds, exchanges and banks. Kimberley is a CPA and has MBA and FINRA Series 3 certifications.

Deepa
Deepa Arora

Vice President

Deepa has 17 years of experience in Finance, with 7 years in the Hedge Fund Administration services – NAV calculation, Valuations and P&L Reporting and 10 years with large Investment Banks as product controller and Business Analyst with exposure to Treasury and Equity derivative desk and MAS610 regulatory reporting. Deepa is CFA along with Master’s in finance.

Management Office

Silky
Silky Mittal

Senior Vice President

Silky has over 12 years of experience in US & India corporate accounting and taxation. She is an accomplished finance professional, an MBA and CA.

Vishal
Vishal Agarwal

Senior Vice President

Vishal Agarwal has more than 12 years of experience in fund administration, audit process and US GAAP & IFRS based financial reporting for alternative investment funds dealing with multiple asset classes and strategies. He is a Chartered Accountant and Company Secretary.

Mike
Mike Quinn

Strategic Advisor

Mike has 20+ years of experience in the fund administration space. He was a trailblazer in providing fund admin services to crypto-asset funds and developing proprietary technology to service crypto funds. Mike also serves as an advisor to one of the largest crypto custodians in the world.

Priya Goyal
Priya Goyal

Controller

Priya is a Corporate Controller located at the Chicago headquarter office location. She has a double MBA in Corporate Finance. She has extensive experience in corporate accounting and reporting and has worked in software companies and various other companies in the service industry.

Aasha
Asha Agrawal

Manager

Asha has more than 2 years of experience in Account Receivables along with Administration. She is a graduate.

Preeti
Preeti Meghwal

Manager

Preeti has over 6.5 years’ experience in Manufacturing industry & Internal audits, Risk assessment, SOC audits. Preeti was a quality engineer switched into IA manager. She has B.E. in mechanical & MBA in marketing.

Fund Admin Leadership

Amit
Amit Arora

Executive Vice President

Amit has more than 18 years of experience in Hedge Fund Administration services, technology and client relationship and has worked with other fund administrators in his prior tenure. Amit has an MBA from Benedictine University.

Dinesh
Dinesh Kumar

Senior Vice President

Dinesh Kumar has more than 15 years of experience in Fund Administration, Back Office Operations and Product Development. He has an MBA.

kavita
Kavita Bansal

Senior Vice President

Kavita has 17 years of experience in the Financial Services industry. She has worked with global organizations to support Custody & Securities function and Fund Accounting function. She is skilled in Service Delivery, Transitions, Operations Risk Management and Relationship Management. She is a Chartered Accountant.

Ramakant Kabra
Ramakant Kabra

Senior Vice President

Rama Kabra has more than 15 years of experience in Fund Administration, Middle and Back Office Services. He is a CA.

Ravikant
Ravi Kant Modi

Senior Vice President

Ravi Kant Modi has more than 14 years of diverse experience in hedge fund, private equity, multi advisor funds’ administration, audit processes and other related areas. Ravi has worked with major fund administration companies. He is a Chartered Accountant.

Himmat
Himmat Singh

Senior Vice President

Himmat Singh Rathore has more than 16 years of diverse experience in hedge funds, private equity, venture capital funds’ administration, audit processes and other related areas. Himmat has worked with major fund administration companies. He is a Chartered Accountant.

Jatin-Arora
Jitin Arora

Senior Vice President

Jitin Arora has more than 15 years of experience in Hedge Fund Administration and Financial Reporting. He has worked with major fund administrators and Investment Banks in his prior tenure. He is an MBA.

Sushil Jain
Sushil Jain

Vice President

Sushil has more than 15 years of diverse experience in the Financial Services industry. He has worked with global organizations to support hedge fund accounting, private equity accounting, Loan operations and other related areas. He is a Chartered Accountant and MBA (Finance).

Saurabh
Sourabh Gupta

Vice President

Sourabh has more than 15 years of experience in Fund Administration, Financial Control and Treasury PC. He has worked with major fund administrators, fund managers and Investment Banks in his prior tenure. He has an M.Sc.(Statistics), PGDBM (Finance) and has cleared all three levels of CFA examination.

Ashish-A
Ashish Agarwal

Vice President

Ashish has more than 14 years of experience in financial service industry including fund administration and back-office services. He is a CA.

Chandan
Chandan Chandra

Vice President

Chandan has 17 years of diverse experience in the Financial Services industry. He worked with many global organizations to support Fund Accounting, Financial Reporting and Consolidation function. He is skilled in Service Delivery, Transitions and Operations Risk Management. He is Chartered Accountant.

Jitendra-k
Jitendra Khandelwal

Vice President

Jitendra has more than 15 years of experience in Hedge Fund Administration and has worked with many major fund administration companies. Jitendra has an MBA.

Bhavesh
Bhavesh Jain

Vice President

Bhavesh is a seasoned leader with 16 years of rich experience across hedge fund accounting and product control. Before starting with Formidium, he has worked with some global fund administrators like Citco & SS&C.

Vinay
Vinay Katta

Vice President

Vinay has more than 7 years of diverse experience in US Taxation of Hedge funds, Private equity funds, Offshore master-feeder structures. His working experience includes reporting of tax items having both domestic (US) and international tax relevance. He is Chartered Accountant by profession.

Seepesh
Deepesh Agarwal

Vice President

Deepesh has more than 7 years of experience in front & back end operations of investments and alternative investment accounting. He is a CA by profession.

Shivani
Shivani Mittal

Assistant Vice President

Shivani has more than 3 years of experience in areas of hedge fund accounting, portfolio accounting and operations. She is a CA by profession.

Rishab
Rishab Jain

Assistant Vice President

Rishab Jain has more than 2 years of experience in mutual fund administration, portfolio accounting and operations. He is a CA by profession.

Akshay
Akshay Bijoriwal

Assistant Vice President

Akshay has more than 2 years of experience in US and India corporate accounting and taxation. He is a CA by profession.

Business Development

Harsha
Harsha Patwardhan

Executive Vice President

Harsha has more than 20 years of experience in alternative investments across a variety of senior roles in portfolio management, sales & trading and investment banking.

George
George Acosta

Senior Vice President

George has 20 years of experience in real estate accounting including 5 years’ experience in real estate fund administration. He holds a CPA with an undergraduate degree from Seton Hall University and a master’s degree in real estate finance from NYU.

Ashish-Manhotra
Ashish Malhotra

Senior Vice President

Ashish has more than 17 years of experience in Fund Administration, Treasury, Product Control and Valuation. He has held leadership roles in large Investment Banks and Asset Management companies. Ashish has CA and CFA certifications.

Scott
Scott Feingold

Vice President

Scott has 15 years of fund admin experience. He has worked extensively on Hedge and PE funds focused on a variety of trading strategies. He has worked with all types of investments, including equities, bonds, options, and crypto-assets. His goal has always been to give the clients first-rate service in a timely and efficient manner.

Ashish
Ashish Modi

Vice President

Ashish has more than 16 years of experience in Marketing, Business Development and Client Relations. Ashish has an MBA and has worked within the Private Sector and for Trade Associations and Governments across the globe.

Lea
Lea Kuhry

Business Development Analyst

Lea has over 23 years of business development acumen in media, advertising and financial publishing. Five years in corporate event management for Pharma/Biotech, as well as seven years in non-profit development, event directorship, board recruitment, and grant writing. She then launched into entrepreneurship; owning and operating emergency vehicle and apparatus dealerships within and focused on U.S. and Chilean governments as well as private sector business.

Compliance, TA, and Treasury

Chris
Chris Meader

Executive Vice President

Chris has more than 20 years of experience in Fund Administration and Middle and Back Office Services. Chris has held senior roles with large bank owned administrators in the US and with medium sized administrators in both Bermuda and the Cayman Islands.

Manish-Gupta
Manish Gupta

Senior Vice President

Manish has more than 15 years of experience in Fund Administration, Middle and Back Office Services. During this tenure, he got exposure in different areas like Hedge Fund Accounting, US Taxation, and Investor Services. Manish has CA, CS certification and Law degree.

Akash
Akash Saxena

Assistant Vice President

Akash has more than 12 years of experience in Hedge Fund accounting and Fund administration. He is responsible for 100% delivery to the clients.

ManishJain
Manish Jain

Assistant Vice President

Manish Jain is accomplished Chartered Accountant (India) and on the way to be a CPA in Ontario (Canada). He has in total experience of 16 years. He was part of Big 4 in various domains and in different capacities as a Statutory auditor and as advisor in IFRS advisory group. In his free time, he watches movies and loves to play with his twin kids. He is also Crypto enthusiast.

Anshul
Anshul

Assistant Vice President

Anshul has more than 14 years of experience in Hedge Fund accounting and Fund administration. He is the part of Compliance team currently.

Sonia Sisodia
Sonia Sisodia

Manager

Sonia has more than 6 years of experience in Client Relationship, Onboarding and Administration. She is currently involved in Investor Support and Treasury services. She has a degree in Master of Business Administration.

Technology

Vaibhav
Vaibhav Agrawal

Executive Vice President

Vaibhav has more than 14 years of experience in the field of software development with multiple verticals like Telecom, Finance, Public Utility, Healthcare and Back Office Solutions.

Rakesh
Rakesh Kumar

Executive Vice President

Rakesh has more than 15 years of experience in Information Technology and is a proven leader in product development, maintenance, and support of complex systems. He has developed multiple creative business solutions leveraging diverse methodologies and cutting-edge technology for leading organizations.

Jitendra-Jain
Jitendra Kumar Jain

Senior Vice President

Jitendra has more than 20 years of experience in backoffice operations, product development and data management. He has worked with major fund administrators in his prior tenure. Jitendra has FCMA (I),CMA (USA) certifications.

Abhishek
Abhishek Vashishtha

Vice President

Abhishek has more than 11 years of experience as a software developer/ solutions architect for Enterprise applications. He comes with a background in Banking, Risk management, e-commerce enterprise applications.

Prakash
Prakash Singh Tanwar

Assistant Vice President

Prakash has more than 4 years of experience. He is currently working as a technology expert in Enterprise Application development.

Mohit
Mohit Sharma

Assistant Vice President

Mohit has more than 7 years of experience. He is leading a team from UI technology. He comes with a background in Automobile, e-commerce enterprise applications.

Seema Shah
Seema Shah

Sr . Business Analyst

Seema has more than 11 years of experience in product development and various IT implementation projects. She has worked extensively as a subject matter expert and managed projects in dynamic environments. She has a bachelor’s degree in Information Technology. She also has PMP® and CSM® designations. Her goal is to understand client requirements and transform them into effective technology solutions.

Product Development

Devyani
Devyani Vyas

Vice President

Devyani has more than 15 years of experience in fund accounting, back office operations and product development and has worked with other fund administrators in her prior tenure.

Samridhi
Samridhi Pareek

Vice President

Samridhi has more than 15 years of experience in handling key portfolios at multiple profiles with large consulting firms. She is currently heading Investor Services and Treasury. Samridhi is a CA and a Lawyer by profession.

Ravindra
Ravindra Tailor

Vice President

Ravindra has more than 16 years of experience in Hedge Fund Administration, and has worked with many major fund administration companies. Ravindra has an MBA.

Ecaterina Coroli
Ecaterina Coroli

Product Specialist

Ecaterina has more than 10 years of experience in Banking and Fintech sector across various senior roles in product management, business development, and operational excellence. She is a subject matter expert in innovative product development that balances business goals with excellent customer experience.

Jaideep
Jaideep Malpani

Vice President

Jaideep has more than 3 years of experience in areas of financial reporting, portfolio accounting and operations. He is a CA by profession.

Lawson
Lawson Stringer

Assistant Vice President

Lawson Stringer has over 20 years of financial market experience including portfolio management, trading, fund accounting and fintech product development & management.

Naman
Naman Bhandari

Assistant Vice President

Naman has more than 3 years of experience in Product development & data analytics. He is a Finance Professional turned Business Analyst with a keen interest in the field of technology and Cryptocurrencies

Branding & Marketing

shivangini
Shivangini Yadav

Assistant Vice President

Shivangini has 11 years of experience in Marketing, Branding, Media, Strategy. She has a diverse experience with a demonstrated history of working with companies across the globe to fuel their growth. She has done her Engineering in Computer Science.

Sakshi
Sakshi Gupta

Sr. Designer

Sakshi has more than 5 years of experience in web graphics, print media, and social media branding, and now handles all aspects of brand identity projects with expertise. She graduated at the top of her class with a B.Sc (Animation & Multimedia) in 2014.

In-house Legal

Justin Kam
Justin Kam

Compliance Counsel

Justin has more than 20 years of combined experience in legal and compliance. Previously, he worked with a national compliance consulting firm and had a private practice providing legal services to investment advisers and other financial professionals. Justin has a B.S. in Finance from Penn State University and a J.D. from Nova Southeastern University - Shepard Broad College of Law.

Abhishek Sharma
Abhishek Sharma

Corporate Counsel

Abhishek has more than 15 years of legal experience and background in banking & financial service platforms, software licensing, blockchain & cloud services, data privacy, intellectual property, and regulatory compliance.

HR

Blank
Amit Agarwal

Senior Vice President

Amit is an ex-Army officer with 20+ years of experience in HR in various Indian and MNC Companies across India in hospitality, Manufacturing, Telecom and E-Com sectors. He is an MBA from Symbiosis, Pune.

Vineeta
Vineeta Dureja

Assistant Vice President

Vineeta has more than 16 years of experience in various fields of HR and worked in Manufacturing, ITES and Banking industry. She is an MBA from IP University, Delhi.

Sangeeta
Sangeeta Bhardwaj

Sr. Manager

Sangeeta has more than 4 years of experience in HR Administration, Talent Management, workforce planning, recruiting and personal development. She has an Mcom, MBA in HR.