
Harbor Multi-Asset Solutions Team
Spenser Lerner, Harbor Capital's Head of Multi-Asset Solutions, speaks about how valuations for high growth stocks have become much more appealing as the pandemic caused demand to be pulled forward.
Spenser Lerner, Harbor Capital's Head of Multi-Asset Solutions, shares 3 reasons why inflation could fall down from the current levels, but will continue to remain high and persist above the Fed's desired growth rate.
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 Spenser is a Managing Director, Portfolio Manager and Head of Multi-Asset Solutions at Harbor Capital. Prior to that, Spenser led Systematic Manager Research and conducted multi-asset investment research in the Private Bank at JP Morgan. Before that, Spenser was an equity research analyst and worked in portfolio management for the Behavioral Finance team at JP Morgan Asset Management. |
![]() | Justin Menne 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 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 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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