Serena Stone
Vice President, Portfolio Manager at Natixis Investment Managers
Based in San Francisco, United States
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Seniority
Vp
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
2K
Contact information
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s•••••••@im.natixis.com
Phone
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Background
About Serena Stone
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.
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