Clarice Avery is the Investment Strategist for options-based low volatility equity strategies and sustainable and ESG (environmental, social and governance) investing at Natixis Investment Managers. She works with the investment teams at our affiliates including Loomis, Sayles & Company, Gateway Investment Advisers, and Mirova to support client service and business development efforts in the US. She helps clients and prospects understand the investment process and positioning of the strategies she represents and the role they can play in portfolio construction.
Prior to joining the firm in 2009, Clarice worked at State Street Corporation. She began her career in the investment industry in 2007 with Putnam Investments. She holds a Bchelor's degree in business administration and finance from Merrimack College in North Andover, Massachusetts. She is a CFA charterholder and a member of the CFA Institute and the CFA Society Boston, is an FSA (Fundamentals of Sustainability Accounting) credential holder, and holds Series 7, 24, and 66 licenses with FINRA.
and Chartered Financial Analyst®
are registered trademarks owned by the CFA Institute.