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Angel Lupercio
Portfolio Manager at M3Sixty Enterprises,
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Work Experience
Portfolio Manager
Apr 2022 - Present · 2 years and 9 months
Investment Analyst
Jan 2022 - Sep 2023 · 1 years and 8 months
Portfolio Manager And Equity Research Analyst
Nov 2007 - Mar 2022 · 14 years and 4 months
Company Details
11-50 Employees
We operate as an extension of your firm, offering the full range of fund administration, transfer agency, fund accounting and compliance services. Whether it’s a new fund launch, conversion or complex tax and regulatory reporting, our dedicated team will deliver the resources and solutions that provide you with customized services to meet your specific needs. M3Sixty strives to help our clients control costs, increase efficiencies and minimize risk. In addition to providing customized, dependable and consistent support to our clients, our seasoned investment management professionals know the market, the regulatory environment and the challenges of marketing and distribution. From execution of selling agreements to advertising review and filings, you will find them an indispensable member of your team.
Year Founded
2011
Social Media
Linkedin
Industry
Financial Services
HQ Location
4300 Shawnee Mission Pkwy Fairway, Kansas 66205, US
Keywords
Fund AdministratioFund DistributioTransfer AgencyFund AccountingCompliance ServicesBack OfficeFund UnderwritingNew Fund LaunchFund IncubatioInterval Fund Launch
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