Curt Overway, CFA®, President
Curt Overway is President of Active Index AdvisorsSM
, a division of NGAM Advisors, L.P. based in San Francisco, California, which specializes in managing index-based separate account solutions.
Prior to joining Natixis, Mr. Overway was a vice president and principal at Jurika & Voyles, an investment management firm. Previously, he worked as a financial analyst in the Municipal and Corporate Financing group at USL Capital. Mr. Overway has more than 20 years of investment management experience. He received a BS degree in industrial and operations engineering from the University of Michigan and an MBA from the Haas School of Business at the University of California, Berkeley. He also earned an MS degree in development finance from the University of London. Additionally, he has served as an officer in the U.S. Navy. Mr. Overway is a CFA® charterholder and is a member of the CFA Society of San Francisco.
Mr. Overway was selected for Separate Accounts Player of the Year for 2006 by the Institutional Investor News Publishing Group, based particularly on his work with multiple-discipline products. He was also nominated for the same honor in 2004.
Kevin Maeda, Chief Investment Officer
Mr. Maeda is chief investment officer of Active Index AdvisorsSM
. 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 Index AdvisorsSM
. 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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