Addepar
Roddy Scotland serves as a Portfolio Data Analyst II at Addepar since April 2022. Prior to this role, Roddy worked at Edinburgh Partners for 18 years as a Senior Trade Support Analyst, where responsibilities included supporting front office staff with thinkFolio, managing software updates, handling CSDR/SDR regulations, and maintaining compliance rules. Roddy's career began at ING in Equity Settlement Operations, progressing from a junior role to managing all equity settlements. Additionally, Roddy was self-employed as an IT Consultant from July 2002 to March 2004, where infrastructure design and ongoing support for clients were key duties. Roddy completed education at Currie High School from 1986 to 1990.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.