Jeffrey Addis
Chief Operating Officer at Merganser Core Bond Fund II LLC
Network origin in Jeffrey Addis first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Bentley University
68
| College/University | Other Consumer Services | 68 |
| Subsidiary | Regional Banks | 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.
22
| Extinct | Investment Managers | 22 |
Pricewaterhousecoopers LLC
15
| Subsidiary | 15 | |
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.
12
| Subsidiary | Investment Managers | 12 |
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.
1
| Private Company | Investment Trusts/Mutual Funds | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeffrey Addis via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING, INC. | Packaged Software | Director/Board Member Director/Board Member | |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Director/Board Member Chief Administrative Officer Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal | |
| REVVITY, INC. | Medical Specialties | Director/Board Member Comptroller/Controller/Auditor | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Massachusetts Society of Certified Public Accountants, Inc.
 Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman Corporate Officer/Principal | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
| PAYCOM SOFTWARE, INC. | Packaged Software | Director/Board Member Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Suffolk University | College/University | Graduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
National Association of Real Estate Investment Trusts, Inc.
 National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal | |
VistaPrint Ltd.
 VistaPrint Ltd. Commercial Printing/FormsCommercial Services VistaPrint Ltd. provides high-quality graphic design, Internet printing and premium service. Its products include printed business cards, brochures, post cards to apparel, invitations and announcements, holiday cards, andcalendars. The company was founded by Patrick Mataix, Robert S. Keane and Jones Gwyn in 1995 and is headquartered in Waltham, MA. | Commercial Printing/Forms | Director of Finance/CFO Director of Finance/CFO | |
First Data Merchant Services Corp.
 First Data Merchant Services Corp. Data Processing ServicesTechnology Services First Data Merchant Services Corp. provides electronic payment solutions. It provides services to businesses and financial institutions. The company enables merchants to accept various forms of payments, such as credit cards, electronic benefits transfers, online debits, offline debits, wireless transactions, smart/chip, stored-value and private label cards. First Data Merchant Services was founded in 1871 and is headquartered in Greenwood Village, CO. | Data Processing Services | Chairman Director of Finance/CFO | |
FDGS Group LLC
 FDGS Group LLC MiscellaneousMiscellaneous FDGS Group LLC operates as a holding company. It provides transaction processing systems, software, and professional services to business, mobile, and government markets. It also offers electronic invoice and payment solutions, and electronic tax payment processing services. The company was founded in 2000 and is headquartered in Napa, CA. | Miscellaneous | Chairman Director/Board Member | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Masters Business Admin | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| George Washington University | College/University | Undergraduate Degree Director/Board Member | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| Tufts University | College/University | Graduate Degree Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Chief Executive Officer Chairman | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| SIRIUS INTERNATIONAL INSURANCE GROUP, LTD. | Property/Casualty Insurance | Director of Finance/CFO | |
Ally Invest Group, Inc.
 Ally Invest Group, Inc. Finance/Rental/LeasingFinance Ally Invest Group, Inc. provides investment brokerage and advisory services to investors through its wholly owned subsidiaries. The company was founded by Donato A. Montanaro Jr., Peter Seed, Thomas A. Desmond, Philip A. Claxton and Richard J. Hagen Jr. in 2005 and is headquartered in Charlotte, NC. | Finance/Rental/Leasing | Director/Board Member | |
| The Society of Insurance Financial Management | Corporate Officer/Principal | ||
Ontario Teachers' Private Capital
 Ontario Teachers' Private Capital Investment ManagersFinance Teachers' Private Capital is a private equity firm founded in the year 1991. The firm is headquartered in Toronto, Ontario with additional offices in London, Singapore and Hong Kong. | Investment Managers | Private Equity Investor | |
Maple Leaf Sports + Entertainment Ltd.
 Maple Leaf Sports + Entertainment Ltd. Movies/EntertainmentConsumer Services Maple Leaf Sports + Entertainment Ltd. owns and operates sports franchises. The firm operates hockey, basketball, ice hockey and soccer clubs and teams and also operates concert venues for sporting and live events in television networks, websites and social media outposts for sports team. The company was founded by Conn Smyth in 1931 and is headquartered in Toronto, Canada. | Movies/Entertainment | Director/Board Member | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Siriuspoint America Insurance Co.
 Siriuspoint America Insurance Co. Insurance Brokers/ServicesFinance Siriuspoint America Insurance Co. engages in the provision of underwriting and claims processing services. It offers property treaty and accident and health. The company was founded in 1977 and is headquartered in New York, NY. | Insurance Brokers/Services | Director of Finance/CFO | |
KANATA Energy Group Ltd.
 KANATA Energy Group Ltd. Oil & Gas ProductionEnergy Minerals KANATA Energy Group Ltd. operates as a midstream infrastructure and services company. It focuses on the acquisition, construction and operation of gathering, processing and liquids extraction facilities in Western Canada. The company was founded in 2012 and is headquartered in Calgary, Canada. | Oil & Gas Production | Director/Board Member | |
| EQUITY FINANCIAL HOLDINGS INC | Investment Banks/Brokers | Director/Board Member | |
| EASTERLY ACQUISITION CORP | Financial Conglomerates | President | |
| University of Western Ontario | College/University | Undergraduate Degree |
Statistics
International
| United States | 43 |
| Canada | 6 |
| Israel | 2 |
| Bermuda | 2 |
Sectoral
| Finance | 20 |
| Consumer Services | 15 |
| Commercial Services | 9 |
| Technology Services | 4 |
| Consumer Non-Durables | 2 |
Operational
| Corporate Officer/Principal | 169 |
| Director/Board Member | 166 |
| Undergraduate Degree | 93 |
| Director of Finance/CFO | 63 |
| Portfolio Manager-Equities | 54 |
Most connected contacts
| Insiders | |
|---|---|
| Darlene DeRemer | 24 |
| Paul Flanagan | 21 |
| Robert Levenson | 19 |
| Eric Wetlaufer | 18 |
| David Lawrence Giunta | 18 |
| Vincent Fabiani | 18 |
| Joseph Slattery | 18 |
| Henry Duques | 15 |
| Nicholas A. Lopardo | 14 |
| J. White | 14 |
| Larry Richard Ferguson | 14 |
| Christopher Allen Stratton | 13 |
| Karen C. Keenan | 13 |
| Ralph Anthony Salamone | 12 |
| James Ross | 12 |
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