Erik Pulsifer

Investment Reporting And Performance Measurement Manager at Advisor360°

Erik Pulsifer is an experienced finance professional with a diverse background in investment reporting and performance measurement. Currently serving as the Investment Reporting and Performance Measurement Manager at Advisor360° since July 2019, Erik brings extensive expertise from a prominent tenure at State Street Corp, where roles included Vice President - Senior Investment Analytics Relationship Manager and Assistant Vice President. During Erik's time at State Street, significant achievements included managing client relationships for over 50 asset management and institutional clients, leading complex conversions to third-party performance systems, and spearheading innovative service models. Erik began the professional journey with a BS in Economics from UMass Boston, earned between 1988 and 1992.

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Ponte Vedra Beach, United States

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Advisor360°

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Advisor360° is a fully-integrated wealth management SaaS platform that unifies all systems Financial Advisors need to run their business and support clients.


Employees

201-500

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