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, Managing Director and Portfolio Manager of Harbor Capital Advisors, Inc.
Mr. Lerner joined Harbor Capital in 2020 and is the Head of Multi-Asset Solutions, a Managing Director and Portfolio Manager. Prior to joining Harbor Capital, Mr. Lerner was a Vice President of Equity and Quantitative Investment Research and Equity Manager Research for JP Morgan Asset Management. Before that, he worked as a Research, Portfolio Management and Quantitative Investment Strategy Associate for JP Morgan Asset Management. Mr. Lerner began his investment career in 2009.