Serena Stone is Assistant Vice President and a Portfolio Manager for Active Index Advisors®, a division of Natixis Advisors, L.P. She joined the firm in 2005 and has over 16 years of industry experience. Previously, she was an assistant portfolio manager at Fremont Investment Advisors where she managed enhanced index portfolios benchmarked to the S&P 500® Index.

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

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

 

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