PEOPLE
 

Intellectual capital, comprised of our team's individual and collective strengths, is our greatest asset. Each member of the Lapides team shares responsibility for the success of the whole. At the same time, each person has personal responsibility for critical aspects of our business. The passion for what we do is shared and sacred.

Research & Portfolio Management    
Steve Wilson, CFA, Founder & Managing Director, Chief Investment Officer Bio Email
Huck Fish, Directior of Research - Analyst/ManagerBioEmail
Andrey Seryy, Analyst/ManagerBioEmail
Colin McLafferty, CFA, Research Assistant Bio Email
Jake Friar, CFA. Research AnalystBioEmail
Ted Shaw, Research AnalystBioEmail
       
Administration, Trading & Operations      
Jim Betz, Chief Operating Officer, Chief Compliance Officer Bio Email
Antoinette Francis, Vice President of Administration / Client Relations Bio Email
Janice Barbieri, CPA, Accountant, Fund Administrator
Bio Email
Leslie Dempsey Evans, Director of Operations Bio Email
Nick Carpiniello, Director of Trading Bio Email
Anne Selkovits, Compliance Associate Bio Email

Steve Wilson, CFA. Steve Wilson founded Lapides Asset Management, LLC (“Lapides”) and serves as the firm's Chief Investment Officer and as an Analyst/Manager. Steve has been conducting hands-on, proprietary research and managing portfolios of smaller cap securities since 1981.  

Prior to forming Lapides in June 2005, Steve was an Analyst/Manager at Reich & Tang since 1986.  Additionally, he served as Chief Investment Officer of the Capital Management Group at Reich & Tang for seven years. Before joining Reich & Tang, Steve was President of Home Capital Services, the investment management subsidiary of the Home Insurance Company.

Steve has a BS from the Wharton School of the University of Pennsylvania and an MBA from New York University. He became a Chartered Financial Analyst in 1984 and is a member of the New York Society of Security Analysts. top

Huck Fish. Huck joined Lapides in October 2012 as a Research Assistant.  He currently serves as Director of Research-Analyst/Manager in our equity research group. Huck graduated from Lafayette College in 2008 with a BS in Biology and has passed all three levels of the CFA program. top

Andrey Seryy. Andrey started as an Intern in August 2013 and became full-time in January 2014. He currently serves as a Analyst/Manager in our equity research group. Before joining Lapides, he was an intern at UBS Financial Services Inc. Andrey received a BS degree from Wayne State University. top

Colin McLafferty, CFAColin joined Lapides in June 2018 as a Research Assistant supporting our equity research group. Prior to joining Lapides, Colin worked in the defense and software industries for eight years. He holds a BS in Electrical Engineering from the University of Delaware and an MS in Electrical Engineering from Johns Hopkins University. He is a CFA Charterholder. top

Jake Friar, CFA. Jake started as an Intern in December 2016 and became full-time in June 2017. Currently, he is working as a Research Analyst in our equity research group.  Before joining Lapides, Jake was an intern at Hall Capital Management and Oppenheimer & Co.  Jake graduated from Sacred Heart University in May 2017 with a BS in Finance and Business Economics. He is a CFA Charterholder. top

Ted Shaw. Ted started as an Intern in September 2016 and became full-time in June 2017. He currently works as a Research Analyst in our equity research group. Ted graduated from Sacred Heart University in May 2017 with a BS in Finance and Business Economics.  He has passed Level I of the CFA program. top

Jim Betz. Jim joined Lapides in July 2006, bringing more than 25 years of financial services industry experience. As Chief Operating Officer and Chief Compliance Officer, Jim heads Lapides’ operations, including finance, systems, compliance and administration. Jim came to Lapides from Nomura Securities International, where he was Director of Financial and Regulatory Reporting.

Jim founded CFO B/D Compliance, a consulting company providing regulatory, financial, and operational support to firms in the financial services industry. Prior to starting his consultancy, he was Director of Operations for the Safra Family Office, Safra National Bank and Safra Securities Corp. Jim has also held senior financial/administrative positions at a number of other firms, including Banorte Securities International (Chief Financial Officer), Valores Finamex International, Inc. (Chief Financial Officer), Serfin Securities, Inc. (Treasurer & Controller), and Reich & Tang (Controller).

Jim received a BS degree from St. Francis College and an MBA in Finance from Adelphi University. top

Antoinette Francis. Antoinette joined the firm in 2005 and serves as Vice President of Administration / Client Relations. Prior to that, she worked at Reich & Tang as Administrative Assistant to Steve Wilson. She held various roles in advertising and publishing before joining Reich & Tang in 2000. Antoinette graduated Summa Cum Laude with a BS degree from Long Island University - CW Post. top

Janice Barbieri, CPA. Janice joined the firm in 2009 and serves as Accountant & Fund Administrator.  She joined Lapides with 17 years’ experience in the financial services industry and is a Certified Public Accountant.  Prior to joining Lapides, she worked at Tremont Group Holdings, LLC as Senior Fund Accountant, ING Baring Furman Selz LLC and Anchin, Block & Anchin, LLP. Janice holds a BS degree from SUNY Binghamton University. top

Leslie Dempsey Evans. Leslie is Director of Operations.  Prior to joining Lapides as a full-time employee in 2009, she served as Compliance Officer and Operations Manager at Flavin, Blake & Company in Stamford, CT.  Between 1998 and 2004, Leslie served as an Administrative Assistant at Strategic Financial Solutions, Inc. and Evergreen Group, where she began her career. Leslie holds a BA from West Virginia Wesleyan College. top

Nick Carpiniello. Nick joined Lapides in October 2015 and currently serves as the firm’s Director of Trading. Prior to joining Lapides, Nick worked as a Research Assistant at Nudge Capital LLC, and prior to that he was an intern at Axiom Capital Management LLC. Nick graduated Summa Cum Laude with a BBA in Finance from Iona College. He has passed Level I of the CFA program. top

Anne Selkovits. Anne has been associated with Lapides Asset Management since December 2005. Through her firm, ThunderCap, LLC, she serves as an independent compliance associate to Lapides. Prior to this role, she was Executive Vice President at Flavin, Blake & Company, where her responsibilities included overseeing compliance with SEC regulations as well as monitoring the firm’s ongoing compliance program. Prior to Flavin Blake & Company, Anne was Director of Research at Gray, Seifert & Co.  She began her career at Neuberger & Berman in New York City.  Anne has an AB from the University of Chicago. top

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