Spenser Lerner
Managing Director, Head of Multi Asset Solutions at Harbor Capital Advisors, Inc.
About
Spenser Lerner, CFA, is Managing Director and Head of Multi Asset Solutions at Harbor Capital Advisors, Inc., based in New York, NY. In this capacity, he leads the firm's multi-asset investment platform, overseeing portfolio management, product development, and investment strategy. His responsibilities include constructing and managing diversified portfolios across asset classes, drawing on his expertise to serve institutional and retail clients.
Lerner specializes in multi-asset investing, including equities, fixed income, and alternative assets, with experience in macroeconomic analysis and portfolio construction. His focus sectors are not tied to a single industry, but rather encompass cross-asset and multi-strategy allocations, aiming to optimize risk-adjusted returns for a broad client base.
Prior to joining Harbor Capital in 2020, Lerner held progressively senior roles at J.P. Morgan Asset Management, culminating as Vice President, and previously worked as an Investment Analyst at Genworth Financial. He began his career as a Market Intelligence Analyst at Ipreo. Spenser holds a B.S. in Business Administration from Monmouth University and is a CFA charterholder, demonstrating his commitment to advanced investment expertise and ethical standards.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Harbor Capital Advisors, Inc. | Managing Director, Head of Multi Asset Solutions | May 2021 to Present | — | 
| Harbor Capital Advisors, Inc. | Managing Director, Portfolio Manager | May 2020 to May 2021 | Portfolio Manager in Multi-Asset Solutions | 
| J.P. Morgan Asset Management | Vice President | Feb 2017 to May 2020 | — | 
| J.P. Morgan Asset Management | Associate | Feb 2014 to Feb 2017 | — | 
| J.P. Morgan Asset Management | Analyst | Nov 2012 to Feb 2014 | — | 
| Genworth Financial | Investment Analyst | Jul 2011 to Nov 2012 | — | 
| Ipreo | Market Intelligence Analyst | Oct 2009 to Jul 2011 | — | 
Education
Monmouth University
Bachelor of Science (BS), Business Administration and Management, General
2005 — 2009
Regents Business School
2007 — 2007
Others at Harbor Capital Advisors, Inc. (19)
| Name | Role | Location | 
|---|---|---|
| CChase Bower | Senior Vice President | Malvern, PA , United States | 
| Managing Director | Elmhurst, IL , United States | |
| Vice President, Business Development Manager | Chicago, IL , United States | |
| Managing Director | New York, NY , United States | |
| AAndrew Akwaah | Security Analyst | Chicago, IL , United States | 
| BBryan Sullivan | Senior Vice President, Regional Investment Consultant, Harbor Funds Distribution, Inc | Philadelphia, PA , United States | 
| CCharlie Griffin | Business Development Analyst | Chicago, IL , United States | 
| DDajon Johnson | Business Development Analyst | Richmond, VA , United States | 
| DDale Korman | Senior Vice President | Atlanta, GA , United States | 
| Senior Investment Research Analyst | Boston, MA , United States |