Curt Overway, CFA, President
Mr. Overway serves as president of Active Investment Advisors, a division of NGAM Advisors, L.P. Prior to joining Natixis, he was a vice president and principal at Jurika & Voyles, an investment management firm and a subsidiary of IXIS Asset Management North America now known as Natixis Global Asset Management
Previously, Mr. Overway worked as a financial analyst in the Municipal and Corporate Financing group at USL Capital. He earned a bachelor’s degree from the University of Michigan, MBA from the University of California at Berkeley, and MS in Development Finance from the University of London. He also served as an officer in the U.S. Navy. Mr. Overway is a CFA charterholder. He is a member of the CFA Society of San Francisco.
Kevin Maeda, Chief Investment Officer
Mr. Maeda is chief investment officer of Active Investment Advisors. Previously, he was a senior portfolio manager and product manager at Barclays Global Investors. He managed the International Equities Portfolio Management Group, a team of 15 portfolio managers responsible for $40 billion in index portfolios and mutual funds. Mr. Maeda was the launch portfolio manager for 17 of the BGI iShares exchange-traded funds.
Mr. Maeda holds a BS in industrial engineering and operations research from the University of California, Berkeley, and an MBA from the University of California, Los Angeles.
John Bearce, CFA, Senior Vice President, Business Development
Mr. Bearce joined Natixis in September 2001 and has been in the financial services industry since 1997. Prior to that, he was with Putnam Investments in the roles of retirement plan specialist, product support specialist, and financial analyst.
Mr. Bearce earned a BS in finance from Suffolk University and a master’s degree in finance from Suffolk University. He is a CFA charterholder and is a member of Boston Security Analyst Society and San Francisco Security Analyst Society.
Serena V. Stone, CFA, Assistant Vice President, Portfolio Manager
Ms. Stone is Assistant Vice President and a portfolio manager for Active Investment Advisors. She was previously assistant portfolio manager at Fremont Investment Advisors where she managed enhanced index portfolios benchmarked to the S&P 500®. 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.
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