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Harbor Capital Advisors Hires Saumen Chattopadhyay, CFA As Head of Portfolio Solutions

Harbor Capital Advisors, Inc. ("Harbor"), an asset manager that curates a select suite of actively managed ETFs, mutual funds, and collective investment trusts, announced today that Saumen Chattopadhyay, CFA has joined the firm as Head of Portfolio Solutions. This newly established role reflects Harbor's commitment to expand its customized investment solutions for wealth management clients beyond its core product offerings.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20241202546166/en/

Saumen Chattopadhyay joins Harbor Capital Advisors as new Head of Portfolio Solutions - will lead efforts to extend Harbor's multi-asset solutions capabilities with distinct customized models across a range of platforms. (Photo: Business Wire)

Saumen Chattopadhyay joins Harbor Capital Advisors as new Head of Portfolio Solutions - will lead efforts to extend Harbor's multi-asset solutions capabilities with distinct customized models across a range of platforms. (Photo: Business Wire)

In his new position, Mr. Chattopadhyay will lead our efforts to extend Harbor's multi-asset solutions capabilities with distinct customized models across a range of platforms and identify opportunities for Outsourced Chief Investment Officer (OCIO) services.

Leveraging his extensive experience in building model portfolio solutions, Chattopadhyay will partner closely with Harbor's Multi-Asset Solutions Team (MAST), which aims to deliver compelling asset allocation solutions via a distinctive "Business Cycle" investment philosophy. Together they will build customized models with a goal to provide distinct value for Registered Investment Advisors (RIAs) and their clients.

Chattopadhyay will also play a key role in shaping Harbor's long-term vision for integrating alternative investments into its customized models and will report to Kristof Gleich, President & Chief Investment Officer. "I am thrilled to welcome Saumen back to Harbor in this important new role," said Charles McCain, Chief Executive Officer of Harbor. "I had the pleasure of working with him early in his career, and I was always impressed by his passion for delivering exceptional investment outcomes for our clients."

Added McCain, “Saumen returns to Harbor with a wealth of experience leading investment teams at prominent RIA aggregators and Turnkey Asset Management Programs (TAMPs), and a deep understanding of the needs of our RIA clients. His expertise will be invaluable as we work to leverage Harbor's core competencies to provide enhanced value to RIAs through customized ETF model solutions."

Chattopadhyay brings nearly three decades of experience in financial services to his new role at Harbor. Most recently, he served as Chief Investment Officer (CIO) of OneDigital Investment Advisors, where he oversaw a $115 billion investment platform and led a team of 10 investment professionals. Prior to that, he was CIO of Carson Group. He began his investment career as a key member of Harbor's Investment Team, where he spent nearly a decade through 2010.

"Saumen's blend of investment acumen, business leadership, and industry knowledge makes him an ideal fit for this critical new role at Harbor," added Kristof Gleich.

Gleich continued, "As we continue to grow and evolve as a firm, Saumen will play a pivotal role in expanding our portfolio solutions capabilities, which aims to deliver greater value to our wealth management clients. We are excited to have him back on the Harbor team."

About Harbor Capital

Harbor Capital Advisors is an asset manager with $63.1 billion in assets under management as of September 30, 2024. The firm is known for prudently curating a suite of active ETFs, mutual funds, and collective investment trusts from boutique managers. Advisors looking for distinct and differentiated investment options for their clients' portfolios often connect with our obsession to find what we believe are the best and most bold solutions that have the potential to produce compelling risk-adjusted returns. For more information, visit www.harborcapital.com.

Investing entails risks and there can be no assurance that any investment will achieve profits or avoid incurring losses.

The opinions expressed are subject to change and may not be reflective of their current opinions, are subject to change without prior notice, and should not be considered investment advice.

Copyright © 2024 Harbor Capital Advisors, Inc. All rights reserved.

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