M3Sixty Enterprises, LLC
Richard Yates is an accomplished legal professional with extensive experience in various high-level roles. Currently serving as President of M3Sixty Enterprises, LLC since April 2024, Richard previously held the position of Of Counsel at McElroy, Deutsch, Mulvaney & Carpenter, LLP from July 2020 to April 2024. An Independent Director at VerdeMed between January 2019 and December 2020, Richard also founded and led Richard B Yates, Attorney-at-law, pllc from April 2018 to July 2020. Richard's background includes significant tenures as Chief Legal Officer at Manning & Napier from November 2000 to March 2018 and Vice President and Counsel at Lehman Brothers from 1996 to 2000. Richard began a legal career as an Associate at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates from September 1992 to October 1996. Educationally, Richard holds a Bachelor's Degree in History, Political Science, and International Relations from the University of Rochester, along with a Juris Doctor (J.D.) in Banking, Corporate, Finance, and Securities Law from Brooklyn Law School.
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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.