Sign in
SL

Spenser Lerner

Managing Director, Head of Multi Asset Solutions at Harbor Capital Advisors, Inc.

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Harbor Capital Advisors, Inc.Managing Director, Head of Multi Asset SolutionsMay 2021 to Present
Harbor Capital Advisors, Inc.Managing Director, Portfolio ManagerMay 2020 to May 2021
Portfolio Manager in Multi-Asset Solutions
J.P. Morgan Asset ManagementVice PresidentFeb 2017 to May 2020
J.P. Morgan Asset ManagementAssociateFeb 2014 to Feb 2017
J.P. Morgan Asset ManagementAnalystNov 2012 to Feb 2014
Genworth FinancialInvestment AnalystJul 2011 to Nov 2012
IpreoMarket Intelligence AnalystOct 2009 to Jul 2011

Education

Monmouth University

Bachelor of Science (BS), Business Administration and Management, General

2005 2009

Regents Business School

2007 2007

Skills & Expertise

Portfolio Management
Financial Modeling
Capital Markets
Investments
Microsoft Excel
Asset Management
Finance
Fixed Income
Financial Analysis
Financial Services
Equities
Mutual Funds
Equity Research

Others at Harbor Capital Advisors, Inc. (25)

NameRoleLocation
C
Chase Bower
Senior Vice PresidentMalvern, PA , United States
Jeff Markarian
Jeff Markarian
Managing DirectorElmhurst, IL , United States
Joseph Shields
Joseph Shields
Vice President, Business Development ManagerChicago, IL , United States
L
Lindsey Houghton
Managing DirectorNJ , United States
Stephen Cook
Stephen Cook
Managing DirectorNew York, NY , United States
A
Adam G.
Product Intelligence AnalystBoston, MA , United States
Alexandra Gill
Alexandra Gill
Business Development AnalystChicago, IL , United States
A
Alexandra Richardson
Vice President, Head of Client Engagement, Harbor Funds Distributors, IncBoston, MA , United States
A
Andrew Akwaah
Security AnalystChicago, IL , United States
B
Bryan Sullivan
Senior Vice President, Regional Investment Consultant, Harbor Funds Distribution, IncPhiladelphia, PA , United States
Showing 1-10 of 25 team members