Managed by Harbor Capital Advisors, Inc (Since 1/2/2009)
For over 30 years, Harbor has served as a gateway for clients to access talented, international-caliber asset managers. We identify and partner with specialists in each asset class to manage active, cost-aware investment portfolios, and we apply a comprehensive oversight program to monitor their performance and ensure their decisions are in the best interest of our investors. Harbor offers the benefit of an institutional caliber portfolio manager, in addition to a professional adviser to maintain manager accountability.
Paul C. Herbert, CFA, CAIA
Managing Director, Portfolio Manager
Paul Herbert has been a member of the Investment & Portfolio Management team at Harbor since 2008. He was named as a Portfolio Manager of the Harbor Target Retirement Funds in 2009, and was named Managing Director in 2014. As a member of the Investment & Portfolio Management team, Paul has been responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Paul’s experience in manager research and evaluation began in 1999.
Previously, Paul was Associate Director of Mutual Fund Analysis for Morningstar, Inc. and Editor of the firm’s American Funds Fund Family Newsletter. He has earned a B.B.A in Finance and Business Economics from the University of Notre Dame.
Spenser Lerner, CFA
Head of Multi-Asset Solutions, Portfolio Manager
Spenser Lerner is a Portfolio Manager in 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.