Additive’s mission is to apply our decades-developed experience in risk management and financial-services operational efficiency to enable our partners to deliver a better end-to-end solution to their clients.
Additive has composed a strong team of associates with diverse backgrounds and exceptional character.
Founded in 2016, Additive Advisory PBC is an SEC-Registered Investment Advisor that represents over 50 years of combined investment experience.
As a Public Benefit Corporation (PBC), we strive “to increase the flow of capital to charitable organizations … focused on the area surrounding Memphis, TN, which serve underprivileged constituencies of that community.” We are very proud to annually commit to serving our community through various charitable organizations that help make our home city a better place. To view our most recent PBC annual report, please click here.
Jeffrey Engelberg, CFA
Jeff co-founded Additive and serves as the firm’s team leader. Jeff’s expertise centers around derivatives structuring, liquidity/ large-position management, and market structure. In 2010, Jeff testified before the Joint CFTC-SEC Advisory Committee on Emerging Regulatory Issues, which included all Commissioners of the SEC and CFTC.
Prior to Additive, Jeff served as a trader and principal for Southeastern Asset Management (9 years), head trader for Fir Tree Partners (2 years), a convertible bond trader for KBC Financial Products (4 years), and an equity trader for Morgan Stanley (1 year).
Jeff completed both his BS and MBA at the Wharton School of the University of Pennsylvania.
Compliance & Operations
Jenny joined Additive to focus on operations and compliance. In this role, Jenny works on financial accounting and reporting, transaction settlements, regulatory requirements, and counterparty communications.
She has over 15 years’ experience in the financial services industry, serving primarily in accounting and compliance capacities. Prior to joining Additive, Jenny worked in an audit and compliance role for Pinnacle Bank (fka Magna Bank) with a focus on industry and government regulations and guidelines for the mortgage servicing industry. She also conducted internal audit functions and developed the bank’s business continuity plan.. Jenny began her career as an auditor in the financial services group of PwC.
Jenny graduated with a BSBA in accounting, with honors, from the McDonough School of Business at Georgetown University and passed the CPA examination in Georgia.
Operations & Trading
Monte joined Additive to assist with the day-to-day operations of the firm. He utilizes his diverse set of experiences and roles within the financial services industry to continue to optimize Additive’s operations processes.
Prior to Additive, Monte worked in an operations & portfolio administration role for Kelman-Lazarov, a Memphis-based RIA firm. Prior to joining Kelman-Lazarov, Monte worked for Guild Capital, a Chicago-based venture capital firm, and for Northern Trust Hedge Fund Services.
Monte graduated from the University of Miami’s Herbert Business School with a BSBA in Finance.
Kevin joined the team at Additive in a multi-faceted operational role. Kevin focuses on fund compliance, reporting, reconciliations, and other daily operations.
Prior to Additive, Kevin worked in a business development role for Jackson Analytics. Prior to joining Jackson Analytics, Kevin worked for Southeastern Asset Management, where he assisted with client service, business development, and client reporting.
Kevin graduated from the University of Memphis, with a dual honors BBA in finance.
We believe partnership is about creating value for others. Over the long-term, our success will be a function of the value that we help create.
Additive Advisory PBC
6075 Poplar Ave, Suite 221
Memphis, TN 38119
P: (901) 498-6655