vice president portfolio manager direct indexing@ Natixis Investment Managers
San Ramon, California, United States
Serena Stone, CFA
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University of California, Los Angeles
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FlashIntel GPTSerena Stone, CFA is an experienced portfolio manager with 24.8 years of work experience. She is based in San Ramon, California, and has a strong background in portfolio management, asset allocation, and analysis. Serena is known for her attention to detail and ability to manage time-sensitive, competing priorities within deadlines. Her expertise includes tax management, ESG, equity investments, performance attribution, product sales, cross-team collaboration, and customer service. She has held various positions in reputable companies such as Natixis Investment Managers, McMorgan & Company, and Mellon Capital.
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About
Experienced portfolio manager who is a consistent and effective contributor to her firm’s AUM growth and success. Strong organizational skills and attention to detail with the ability to manage time-sensitive, competing priorities within the given deadlines. Areas of expertise include: Portfolio Management, Asset Allocation, Portfolio Analysis, Indexing, Tax Management, ESG, Equity Investments, Performance Attribution, Product Sales, Cross Team Collaboration, and Customer Service.
Work Experience
vice president portfolio manager direct indexing
Financial Services
Serena Stone, CFA's Professional Milestones
- vice president portfolio manager direct indexing (2005-04-01~): Analyzing portfolio trends and optimizing direct indexing for increased accuracy and efficiency.
- Research Associate (2004-01-01~2005-01-01): Conducted groundbreaking research, contributing to the advancement of knowledge and driving groundbreaking advancements in the field.
Education
Physiological Science
1994-1998Certification
Colleagues
Axel Laville
strategic steering & project manager - nimi ceo s office
Tim Ryan
Chief Executive Officer
Chris Jackson
Deputy Chief Executive Officer
Herve Guinamant
President & Chief Executive Officer | International Distribution
Lysandre de LABARTHE
chargé de projet stratégique & transformant en asset management - nimi ceo s office
Other Named Serena Stone, CFA
Frequently asked questions
We found 2 Serena Stone, CFA's email addresses
Serena Stone, CFA's social media include: Linkedin,
Serena Stone, CFA works for Natixis Investment Managers
Serena Stone, CFA's role in Natixis Investment Managers is vice president portfolio manager direct indexing
Serena Stone, CFA works in the industry of Financial Services
Serena Stone, CFA's colleagues are Axel Laville,Tim Ryan,Chris Jackson
Serena Stone, CFA's latest job experience is vice president portfolio manager direct indexing at Natixis Investment Managers
Serena Stone, CFA's latest education in University of California, Los Angeles
