An Unwavering Focus on Risk Management
The Sidecar investment team brings together more than three decades of industry experience and draws upon the unique strengths of each individual to help us navigate the market's peaks and valleys. Drawing upon our deep experience, we offer investment guidance to large institutional clients, sub-advisory services to asset managers and investment strategies to individuals.
Stephen Fraum, Principal & Co-Portfolio Manager
Prior to founding Sidecar Capital Management, Steve directed the business growth of multiple start-up companies in the food industry. His experience managing sophisticated hedging strategies combined with in-depth business knowledge makes him uniquely qualified to help clients large and small achieve their financial goals. Helping clients achieve financial success is at the core of the Sidecar approach. Steve is not just an investment manager, but also an investor, aligning his personal goals with those of his clients.
Steve maintains expertise in managing sophisticated hedging strategies for large institutional clients and provides sub-advisory services to asset managers and investment management to individual investors.
Steve received his Masters of Business Administration from the University of Rochester, Simon School of Business and graduated with his Bachelor of Arts degree from Oberlin College. He is a Chartered Alternative Investment Analyst (CAIA) and a Series 65 Investment Advisor Representative.
Lawrence Halpern, Co-Portfolio Manager
Larry brings 34 years of investment experience to Sidecar Capital Management. He began his financial services career at Merrill Lynch, Pierce, Fenner & Smith. Throughout his career, he has held positions as Sales Manager at Lehman Brothers, Branch Manager of Tucker Anthony, and Senior Vice President at Morgan Stanley, where he was responsible for all private client activities in the Western New York area. In 2010, Larry founded Brick House Asset Management, a financial advisory firm in Rochester.
A graduate of Colgate University, Larry was awarded the Certified Fraud Examiner (CFE) credential and has earned multiple securities registrations.
Justin Vitanza, Investment Analyst
Justin has played a key role in the development and testing of Sidecar Capital Management's Hedged Equity Index Option Strategy using MATLAB, the language of technical computing. He previously worked as a Senior Research Analyst at the Board of Governors of the Federal Reserve in Washington DC and has authored several publications and working papers in finance. Justin earned his Bachelor of Arts degree from Cornell University and is a PhD candidate at the University of Rochester Simon School of Business.
Sidecar Capital Management
Sidecar Capital Management, a Pittsford, New York-based investment advisory firm, works with individuals, families and small businesses. As a fee-only advisory firm, we are not influenced or compensated by product sales commissions, allowing us to deliver unbiased, personalized advice. Management fees are billed in arrears, putting 100% of clients' money to work immediately.