Jeffrey Addis
Chief Operating Officer at Merganser Core Bond Fund II LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Andy Smock | M | - |
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. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Charles T. Fote | M | 75 | 14 years | |
| John C. Bailer | M | - |
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. | 26 years |
| Michael T. Whealy | M | 71 | 16 years | |
| Shannon Michelle Ericson | F | - |
Bentley University
| 8 years |
| Henry Duques | M | 80 | 10 years | |
| Anthony Paul DiBona | M | 68 |
Bentley University
| 5 years |
| J. White | M | - |
Bentley University
| 4 years |
| Robert J. Eastman | M | - |
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. | - |
| Robert Levenson | M | 82 | 11 years | |
| Parameswari Roychoudhury | F | - |
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 years |
| Gautama Hartarto | M | 59 |
Bentley University
| 4 years |
| Mark Herbert | M | - |
Bentley University
| 4 years |
| Peter Forte | M | - |
Bentley University
| 4 years |
| Paul LaChance | M | - |
Bentley University
| 4 years |
| David Lynch | M | - |
Bentley University
| 4 years |
| Jim Becker | M | - |
Bentley University
| 4 years |
| Nicholas A. Lopardo | M | 77 |
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. | 14 years |
| Terri Herrick | F | - |
Bentley University
| 4 years |
| Daniel H. Follansbee | M | - |
Bentley University
| 4 years |
| Charles Robert Cumello | M | - |
Bentley University
| 4 years |
| Mark Crouch | M | - |
Bentley University
| 2 years |
| Stuart Benton | M | 59 |
Bentley University
| 4 years |
| Marcus Bracklo | M | 58 |
Pricewaterhousecoopers LLC
| 11 years |
| Bernie Mikula | M | - |
Bentley University
| 4 years |
| Jennifer M. Pawloski | F | - |
Bentley University
| 4 years |
| Alan Calderon | M | - |
Pricewaterhousecoopers LLC
| 1 years |
| Bruce Khouri | M | 64 |
Bentley University
| 4 years |
| Michael J. Fechter | M | - |
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. | - |
| Scott Simler | M | - |
Bentley University
| 3 years |
| John Aharonian | M | - |
Bentley University
| 4 years |
| Scott Wulinsky | M | 49 |
Pricewaterhousecoopers LLC
| 5 years |
| Gordon Medeiros | M | - |
Bentley University
| 4 years |
| Dan Egan | M | - |
Bentley University
| 4 years |
| James Ross | M | 58 |
Bentley University
| 4 years |
| E. Michael Scarpa | M | - |
Bentley University
| 4 years |
| Marvin SooHoo | M | - |
Pricewaterhousecoopers LLC
| 9 years |
| Kelly Sardo | F | 57 |
Bentley University
| 4 years |
| Bill Williams | M | - |
Bentley University
| 4 years |
| John Ellsworth | M | - |
Bentley University
| 4 years |
| David T. Calabria | M | 49 |
Pricewaterhousecoopers LLC
| 2 years |
| Juan Donabedian | M | - |
Bentley University
| 4 years |
| Barry Saunders | M | - |
Bentley University
| 4 years |
| John Charles Donahue | M | - |
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. | 2 years |
| Richard W. Talkov | M | - |
Bentley University
| 1 years |
| Patrick Sweeney | M | - |
Bentley University
| 1 years |
| Leonard Clark | M | - |
Bentley University
| 2 years |
| Tony Turni | M | - |
Bentley University
| 4 years |
| Laraine Reid | F | - |
Bentley University
| 4 years |
| Mark Morganelli | M | - |
Bentley University
| 4 years |
| Wesley Smyth | M | - |
Pricewaterhousecoopers LLC
| 6 years |
| Steven G. Lamb | M | - |
Bentley University
| 4 years |
| Matt Chesler | M | - |
Pricewaterhousecoopers LLC
| 3 years |
| David Lawrence Giunta | M | 59 |
Bentley University
| 4 years |
| Karen E. Liesching | F | - |
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 years |
| Doug Hart | M | - |
Bentley University
| 4 years |
| Kimberly S. Patmore | F | 67 | 16 years | |
| Joseph Slattery | M | 59 |
Bentley University
| 4 years |
| Bruce Clarke | M | - |
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. | 5 years |
| Joseph Hernon | M | 64 |
Bentley University
| 1 years |
| Vic Hawley | M | - |
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. | 2 years |
| Kathy A. O'Connor | F | - |
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. | - |
| Bruce Randall Watts | M | - |
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. | - |
| Paul E. Marrkand | M | - |
Bentley University
| 4 years |
| Eric Wetlaufer | M | 59 |
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. | 5 years |
| Paul Flanagan | M | 60 |
Bentley University
| 4 years |
| Jim O'Brien | M | - |
Bentley University
| 4 years |
| Karen C. Keenan | F | 61 |
Bentley University
| 4 years |
| Christopher Allen Stratton | M | 55 |
Pricewaterhousecoopers LLC
| 7 years |
| Larry Richard Ferguson | M | 74 | 3 years | |
| William Bak | M | 83 | 8 years | |
| Darlene DeRemer | F | 68 |
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. | 2 years |
| Peter F. McAree | M | 59 |
Bentley University
| 4 years |
| Michael Giannetto | M | 60 |
Bentley University
| 4 years |
| Lance Thibault | M | 58 |
Bentley University
| 4 years |
| Frances K. Blanco | F | - |
Bentley University
| 4 years |
| Eric Norman Harthun | M | - |
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. | - |
| Bob Zenouzi | M | - |
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. | - |
| Ralph Anthony Salamone | M | 57 |
Pricewaterhousecoopers LLC
| 5 years |
| Jonathan Ricker | M | 63 |
Bentley University
| 4 years |
| Glen Silvestri | M | - |
Pricewaterhousecoopers LLC
| 3 years |
| Jeffrey Klores | M | - | 2 years | |
| John P. Murgo | M | 67 |
Bentley University
| 4 years |
| Courtney F. Jones | M | 84 | 15 years | |
| Sherri D. Floros | F | - |
Bentley University
| 4 years |
| Grant L. Cambridge | M | - |
Bentley University
| 4 years |
| Chris Fasciano | M | - |
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. | 3 years |
| Ralph Castner | M | 60 | 10 years | |
| Vincent Fabiani | M | - |
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. | 6 years |
| Peter I. Higgins | M | - |
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. | 16 years |
| Robert A. Howard | M | - |
Bentley University
| 4 years |
| Carolyn M. Kedersha | F | - |
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. | - |
| Nancy Hacker Place | F | - |
Bentley University
| 4 years |
| Guy A. Battista | M | 75 | 16 years | |
| Wayne Joseph Archambo | M | - |
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. | 5 years |
| Jerry H. Tempelman | M | - |
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. | 6 years |
| N. David Samra | M | - |
Bentley University
| 4 years |
| Thomas Paul Alber | M | 64 |
Bentley University
| 4 years |
| Marc Leonard Davidson | M | - |
Bentley University
| 4 years |
| Ray Wilson | M | - |
Bentley University
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jeffrey Addis
- Personal Network
