Jeffrey Addis
Chief Operating Officer at Merganser Core Bond Fund II LLC
Profile
Jeffrey Charles Addis is currently the Chief Operating Officer & Managing Principal at Merganser Core Bond Fund II LLC.
Prior to this, he was the Chief Operating Officer at Merganser Capital Management LLC.
He worked as a Client Service Manager at The Boston Company Asset Management LLC and First Data Corp.
from 1988 to 1994.
He also worked as a Supervisor at State Street Bank & Trust Co. in 1988.
Additionally, he was a Senior Consultant at Olmstead Associates, Inc. from 1998 to 2003 and a Senior Manager at Pricewaterhousecoopers LLC in 1998.
Mr. Addis received his undergraduate degree from Bentley University in 1985.
Jeffrey Addis active positions
| Companies | Position | Start |
|---|---|---|
Merganser Core Bond Fund II LLC
 Merganser Core Bond Fund II LLC Investment Trusts/Mutual FundsMiscellaneous Merganser Core Bond Fund II LLC engages in pool investment funds. The company was founded in 2016 and is headquartered in Boston, MA. | Chief Operating Officer | - |
Former positions of Jeffrey Addis
| Companies | Position | End |
|---|---|---|
Olmstead Associates, Inc.
 Olmstead Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Olmstead Associates, Inc. engages in consulting, staffing, training and recruiting firm focusing on the securities industry and supporting clients throughout the U.S. and overseas. Its services include advisory , execution and professional development services. The company was founded in 1994 and is headquartered in Boston, MA. | Consultant / Advisor | 2003-11-30 |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal | 1998-08-31 |
| FIRST DATA CORPORATION | Corporate Officer/Principal | 1993-12-31 |
The Boston Company Asset Management LLC
 The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Sales & Marketing | 1993-12-31 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | 1988-05-31 |
Training of Jeffrey Addis
| Bentley University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
First Data Corp.
 First Data Corp. Regional BanksFinance First Data Corp. provides electronic commerce and payment solutions. It offers credit card processing and solutions, cash advance, data security, payroll delivery, and check acceptance services. The company was founded in 1971 and is headquartered in Atlanta, GA. | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Merganser Capital Management LLC
 Merganser Capital Management LLC Investment ManagersFinance Merganser Capital Management LLC (Merganser) is a registered investment advisor headquartered in Boston, Massachusetts. The firm is the successor to the business of Merganser Capital Management, Inc., which was founded in 1985. They are a subsidiary of Providence Equity Capital Markets Merganser LLC, which is owned by Providence Equity Partners LLC. Merganser serves the fixed income investment needs of institutional and high-net worth individual clients. Their advisory clients include institutions and high net worth individuals with separately managed accounts, private funds intended for sophisticated investors and institutional investors and registered investment companies. | Finance |
Olmstead Associates, Inc.
Olmstead Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Olmstead Associates, Inc. engages in consulting, staffing, training and recruiting firm focusing on the securities industry and supporting clients throughout the U.S. and overseas. Its services include advisory , execution and professional development services. The company was founded in 1994 and is headquartered in Boston, MA. | Commercial Services |
| Pricewaterhousecoopers LLC | |
Merganser Core Bond Fund II LLC
Merganser Core Bond Fund II LLC Investment Trusts/Mutual FundsMiscellaneous Merganser Core Bond Fund II LLC engages in pool investment funds. The company was founded in 2016 and is headquartered in Boston, MA. | Miscellaneous |
- Stock Market
- Insiders
- Jeffrey Addis
