Jeffrey Addis

Geschäftsführer bei

Merganser Core Bond Fund II LLC

Finance

Commercial Services

Consumer Services

Profil

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.

Aktive Positionen von Jeffrey Addis

Unternehmen	Position	Beginn
Merganser Core Bond Fund II LLC Merganser Core Bond Fund II LLC Investment Trusts/Mutual FundsMiscellaneous Pooled Investment Fund	Geschäftsführer	-

Alle aktiven Positionen von Jeffrey Addis

Ehemalige bekannte Positionen von Jeffrey Addis

Unternehmen	Position	Ende
Olmstead Associates, Inc. Olmstead Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting services to the securities industry	Berater	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.	Vertrieb & 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

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Unternehmensverbindungen

Private Unternehmen	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