Serena Stone is Vice President and a Portfolio Manager for Active Index Advisors®, a division of Natixis Advisors, L.P. She joined the firm in 2005. Ms. Stone has more than 15 years of industry experience. 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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Equity allocation that uses a proprietary risk model to tactically adjust market exposure to US equities.