M3Sixty Enterprises, LLC
Angel Lupercio is a seasoned finance professional with extensive experience in portfolio management and equity research. Currently serving as the Portfolio Manager at M3Sixty Enterprises, LLC since April 2022, Lupercio previously worked as an Investment Analyst at Health Forward Foundation from January 2022 to September 2023. A significant tenure as Portfolio Manager and Equity Research Analyst at Scout Investments from November 2007 to March 2022 involved co-managing over $1 billion in assets and developing an ESG scoring system. Earlier roles included positions at A.G. Edwards & Sons as a Senior Associate Equity Research Analyst and at Bear, Stearns & Co., Inc. as Vice President and Associate Equity Analyst. Lupercio's academic credentials include an MBA in Finance from Washington University in St. Louis and a BSBA in Finance and Economics from Rockhurst University.
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M3Sixty Enterprises, LLC
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.