Serena Vikki Stone
Portefeuillebeheerder-Aandelen bij Natixis Advisors LLC
Profiel
Ms. Serena V.
Stone, CFA, is a Vice President & Portfolio Manager at Natixis Advisors LLC.
She joined the firm in April 2005 and has over 15 years of industry experience.
Previously, Ms. Stone 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.
Actieve functies van Serena Vikki Stone
| Bedrijven | Functie | Begin |
|---|---|---|
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Portefeuillebeheerder-Aandelen | 01-04-2005 |
Eerdere bekende functies van Serena Vikki Stone
| Bedrijven | Functie | Einde |
|---|---|---|
McMorgan & Co. LLC
 McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Portefeuillebeheerder-Aandelen | 31-12-2005 |
Fremont Investment Advisors, Inc.
 Fremont Investment Advisors, Inc. Investment ManagersFinance Based in San Francisco, Fremont Investment Advisors offers a family of no-load mutual funds to retail and institutional investors and provides portfolio management services to retirement plans, high net worth individuals and institutional investors. Sub-advisors manage the majority of the Fremont funds. | Analyst-Equity | 07-07-2004 |
Opleiding van Serena Vikki Stone
| University of California, Los Angeles | Undergraduate Degree |
Ervaring
Beklede functies
Actief
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Finance |
Fremont Investment Advisors, Inc.
Fremont Investment Advisors, Inc. Investment ManagersFinance Based in San Francisco, Fremont Investment Advisors offers a family of no-load mutual funds to retail and institutional investors and provides portfolio management services to retirement plans, high net worth individuals and institutional investors. Sub-advisors manage the majority of the Fremont funds. | Finance |
Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Finance |
