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Harbor Multi-Asset Solutions

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July 22, 2022

Current Asset Allocation Viewpoints

Q2 Asset Allocation Viewpoints & Positioning: What will it take to tame inflation?

Harbor Multi-Asset Solutions Team

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What's Behind High Growth's Increasing Appeal?

3 Reasons Inflation Could Fall, Remain Elevated

About Harbor's Multi-Asset Solutions Team

Harbor's Multi-Asset Solutions Team delivers actionable investment insights and builds multi-asset portfolios and clients solutions. Harbor's investment platform combines proprietary quantitative and qualitative signals with inputs from Harbor's Investment Research Team, subadvisory network, and other sources to guide investment decisions across asset allocation, portfolio management, and risk oversight. With a focus on insights including asset allocation viewpoints, long-term capital market assumptions, and an extensive investment and product network, Harbor's Multi-Asset Solutions Team centers on long-term portfolio construction that will help clients evaluate and implement more comprehensive solutions.


Spenser Lerner
Head of Multi-Asset Solutions Team

Spenser Lerner is the head of the Multi-Asset Solutions Team at Harbor Capital Advisors, Inc. Prior to joining Harbor, Spenser led a Multi Asset Quantitative Research Team in JPMorgan’s managed solutions group. Prior to that role, Spenser led fundamental sector coverage in JPMorgan Asset Management for real estate and energy sectors contributing to both fundamental and research-based strategies that included long only, long/short, market neutral and options overlaid for U.S. equities. In addition to fundamental equity research, Spenser was responsible for portfolio management, portfolio construction and quantitative investment strategy. Spenser received a B.S. in Business Administration from Monmouth University and is a CFA® charterholder.


Paul Herbert, CFA, CAIA 
Managing Director

Paul Herbert is a managing director at Harbor Capital Advisors, Inc. He joined Harbor in 2008 and has a unique role on the Investments Team at the firm. He is a member the Multi-Asset Solutions Team, and a portfolio manager for the Harbor Target Retirement Funds and the Harbor Capital Group Trust. He is also a research director on the Investment Research Team, which is responsible for the identification, evaluation, and selection of investment managers for the stand-alone and multi-asset strategies on the firm’s platform. Prior to joining Harbor, Paul was an associate director of mutual fund analysis for Morningstar, Inc. His responsibilities included serving as co-head of its fixed-income fund analysis efforts and editor of the firm’s American Funds Fund Family Newsletter. He earned a B.B.A in Finance and Business Economics from the University of Notre Dame. Paul is a CFA® charterholder and a CAIA charterholder.


Justin Menne
Junior Portfolio Manager

Starting at Harbor in 2021, Justin Menne is a Junior Portfolio Manager in the Multi-Asset Solutions Team at Harbor Capital Advisors, Inc. Prior to joining Harbor, Justin spent four years at J.P. Morgan, most recently as an associate working in the Endowments & Foundations CIO Group, where he was a member of the investment team and supported the group’s CIO in underwriting strategic and tactical asset allocation decisions, manager selection, and overall portfolio risk management. Prior to this, he worked as an analyst on the manager research team focused primarily on long-only U.S. equity manager selection. Justin received a Bachelor of Science in Business, with degrees in Accounting, Finance and Business Economics, from the Indiana University Kelley School of Business.


Lindsey Houghton
Managing Director

Starting at Harbor in 2021, Lindsey Houghton is a Managing Director and Portfolio Manager with the Multi-Asset Solutions Team. Prior to joining Harbor, he spent 15 years with JP Morgan Asset Management where he was a Portfolio Manager on Behavioral Finance Small and Midcap Equity products, managing $9B in Assets Under Management. Lindsey received a Bachelor of Science with concentration in Finance from the University of Delaware and is based out of New Jersey.


Jake Schurmeier
Portfolio Manager

Prior to joining Harbor, Jake spent 6 years with the Federal Reserve Bank of New York. While at the Fed, Jake was the head of Treasury Market analysis within the Bank’s Markets Group. He was responsible for 10 analysts and associates tasked with analyzing market expectations for Fed policy, the effect of Fed market operations, and the outlook for growth and inflation. Previously, he was the lead associate responsible for implementing over $1 trillion in Treasury Market purchases in response to COVID-19. Jake also spent a year on secondment at the U.S. Department of the Treasury within the Office of Debt Management where he was a part of the team responsible for all marketable Treasury debt.

Jake received a master’s degree in international affairs from the University of California, San Diego’s School of Global Policy and Strategy. Jake has a bachelor’s degree in political science from the University of California, Santa Barbara.

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