Brenden Hagner is an Investment Strategist at Natixis Investment Managers Solutions, specializing in the firms direct indexing strategies. In this role, Brenden partners closely with portfolio managers, distribution teams and custom solutions consultants as a subject matter expert on investment solutions that incorporate direct indexing. He serves as a key resource for internal and external partners communicating the investment philosophy, tax efficient implementation, and customization capabilities of the strategies. Brenden is responsible for supporting business development efforts, deepening client relationships and helping investors understand how direct indexing can be integrated into broader wealth management and portfolio objectives.
Prior to joining the Investment Strategies Group, Brenden spent two years as a Client Portfolio Manager servicing the Natixis Overlay Management business. Brenden worked as an investment analyst at Truist and also held financial advisory roles at Merrill Lynch and Metlife Securities. He has over 15 years of investment industry experience. Brenden received his BS from Western New England University. He is FINRA series 7, 63 and 65 licensed. He is a CFA level III candidate August 2027.