Harvey Fram, CFA
Founder and Portfolio Manager
Harvey founded Constantia Capital in 2013, and is the Portfolio Manager for its Merger-Arbitrage, Large-Cap 130/30 and Small-Cap 130/30 strategies. Prior to that, he was the Lead Portfolio Manager for the core equity team of Madison Square Investors, a subsidiary of New York Life, for 13 years. He took over management of the Large-Cap Enhanced strategy in 2000 while developing the Mid-, Small-Cap Core and 130/30 offerings. As lead PM, he oversaw assets increasing from $15 million to over $9 billion. Before joining New York Life, Harvey was a quantitative equity research analyst at ITG, a leading technology-based equity brokerage firm. Preceding that position, he was a portfolio manager for international equity derivatives at the Palladin Group, a hedge fund.
He earned his MBA from the Wharton School at the University of Pennsylvania. He also earned degrees in Electrical Engineering from the University of the Witwatersrand and in Computer Science from the University of Cape Town in South Africa.
Phillip Fine, Series 65
Chief Operating Officer, Research Analyst
Phillip brings 15+ years of corporate financial management and consulting expertise to Constantia, as well as broad industry experience in electric power utilities and transportation services.
A fluent Russian speaker, Phillip was vice president of a venture capital fund, finance director, and strategy consultant in Kazakhstan, Ukraine, and Russia. Upon returning to the U.S., Phillip traded emerging markets eurobonds and depositary receipts at a specialist brokerage firm. Prior to earning his MBA from the Wharton School at the University of Pennsylvania, he earned Dean's List honors at Cornell University where he majored in Operations Research and Industrial Engineering.