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Jeffrey Addis
Director de Operaciones en
Merganser Core Bond Fund II LLC
.
Perfil
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.
Cargos activos de Jeffrey Addis
| Empresas | Cargo | Inicio |
|---|---|---|
Merganser Core Bond Fund II LLC
 Merganser Core Bond Fund II LLC Investment Trusts/Mutual FundsMiscellaneous Pooled Investment Fund | Director de Operaciones | - |
Antiguos cargos conocidos de Jeffrey Addis.
| Empresas | Cargo | Fin |
|---|---|---|
Olmstead Associates, Inc.
 Olmstead Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting services to the securities industry | Consultor / Asesor | 01/12/2003 |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | 01/09/1998 |
| FIRST DATA CORPORATION | Corporate Officer/Principal | 01/01/1994 |
The Boston Company Asset Management LLC
 The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions. | Ventas & Marketing | 01/01/1994 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | 01/06/1988 |
Formación de Jeffrey Addis.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
87
Relaciones de 1er grado
8
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 8 |
|---|---|
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions. | Finance |
First Data Corp.
 First Data Corp. Miscellaneous Commercial ServicesCommercial Services Provides electronic commerce and payment services | Commercial Services |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merganser Capital Management LLC
 Merganser Capital Management LLC Investment ManagersFinance Merganser’s investment process is designed in such a way that allows the investment team to be flexible and responsive to changes in the markets. Their research process has two broad facets: bottom-up and top-down. The firm employs a disciplined value-oriented approach, aiming to be fully invested at all times in the most attractive sectors. Portfolio optimization techniques are employed to produce high risk-adjusted returns. | Finance |
Olmstead Associates, Inc.
Olmstead Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting services to the securities industry | Commercial Services |
Pricewaterhousecoopers LLC | |
Merganser Core Bond Fund II LLC
Merganser Core Bond Fund II LLC Investment Trusts/Mutual FundsMiscellaneous Pooled Investment Fund | Miscellaneous |
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