Serena Stone is a Vice President and Portfolio Manager for Direct Indexing at Natixis Investment Managers Solutions. She joined the firm in 2005. Previously, she was an assistant portfolio manager at Fremont Investment Advisors.

Ms. Stone holds a BS from the University of California, Los Angeles. She also holds a Finance Certificate from UC Berkeley Extension. Ms. Stone is a CFA® charterholder and a member of the CFA Society of San Francisco.

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