Jeffrey Addis

Chief Operating Officer & Principal


  • Bentley College, B.S.

Jeff joined Merganser in 2004. He is responsible for overseeing the firm’s operations including portfolio accounting, technology, corporate finance, and compliance.

Prior to joining Merganser, Jeff spent over 19 years in the securities industry. His experience includes systems consulting with Olmstead Associates and PricewaterhouseCoopers. Jeff also worked at First Data Investor Service Group, Inc. and The Boston Company in a number of systems and operations roles.