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, Director of Research / Research AssistantBioEmail
Andrey Seryy, Research AssistantBioEmail
Pushkar Bharambe, Research Assistant Bio Email
Mary Hopkins, Research Associate Bio Email  
       
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, Portfolio Administration Analyst Bio Email
Nicholas Carpiniello, Trading Assistant Bio Email
Barbara Fletcher, Portfolio Accountant Bio Email
Anne Selkovits, Compliance Associate Bio Email

Steve Wilson, CFA. Steve Wilson founded Lapides Asset Management and serves as the firm's Chief Investment Officer and as an Analyst/Manager. Steve has more than 30 years experience conducting hands-on, proprietary research, and managing portfolios of smaller cap securities. top

Prior to forming Lapides in June, 2005, Steve was an Analyst/Manager at Reich & Tang since 1986. Additionally, he served for seven years as Chief Investment Officer of the Capital Management Group at Reich & Tang. 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 in October 2012 as a Research Assistant working in a support role as part of 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 as of August 2012. top

Andrey Seryy. Andrey joined Lapides Asset Management LLC in August 2013 as an intern. He currently serves as a Research Assistant supporting our equity research group. Before joining LAM he interned at UBS Financial Services Inc. Andrey received a BS degree from Wayne State University. top

Pushkar Bharambe.  Pushkar joined Lapides Asset Management LLC as an intern in August 2015. He is currently working as a Research Assistant as a part of our Equity Research group.  Pushkar received his Masters in Financial Engineering from New York University and holds a B.Engg in Electronics and Telecommunications from Pune University, India. top

Mary Hopkins. Mary has been in market research for more than 25 years, including 17 years at Guideline (now ORC Guideline and formerly FIND/SVP) in multiple roles. For the past several years, she has worked independently analyst researching and writing on a number of industries.

Mary has a Bachelor of Arts from the University of Pennsylvania. She has taught market research classes at Columbia University and the Fashion Institute of Technology (FIT) in New York City. top

Jim Betz. Jim joined Lapides Asset Management as its Chief Operating Officer in July, 2006, bringing more than 25 years of financial services industry experience. Jim heads our operations, including finance, 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 to provide 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 holds a BS degree from Long Island University - CW Post, where she graduated Summa Cum Laude. top

Janice Barbieri, CPA. Janice joined the firm in 2009 and serves as Accountant & Fund Administrator. 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. She has 17 years experience in the financial services industry and is a Certified Public Accountant. Janice holds a BS degree from SUNY Binghamton University. top

Leslie Dempsey. Leslie is our Portfolio Administration Analyst, supporting our operations area. Prior to joining Lapides in 2009, she served as Compliance Officer and Operations Manager at Flavin, Blake & Company in Stamford, Connecticut. 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

Nicholas Carpiniello. Nicholas joined Lapides Asset Management LLC in October 2015 and serves as the firm’s Trading Assistant. Prior to joining Lapides, Nicholas worked as a Research Assistant at Nudge Capital LLC, and prior to that interned at Axiom Capital Management LLC. Nicholas holds a BBA in Finance from Iona College, where he graduated Summa Cum Laude.  top

Barbara Fletcher. Barbara is a Portfolio Accountant, supporting our operations area. Prior to joining Lapides in 2016, she served as Director of Portfolio Administration and Trading at Sustainable Growth Advisers, LP in Stamford, Connecticut. Between 1979 and 2010, Barbara served as the Head of Trading and Operations at Cheswick Investment Co., Inc. Barbara holds an Associates degree in Early Childhood Education from Wheelock College, Boston, MA. top

Anne Selkovits. Anne has been with Lapides Asset Management since December 2005 and currently serves as a Compliance Associate. Prior to this role, Selkovits was an Executive Vice President at Flavin, Blake & Company, where her responsibilities included overseeing compliance with SEC regulations as well as monitoring its ongoing compliance program. While at Flavin, Blake & Company she also served as an Analyst and Portfolio Manager. Anne has an AB from the University of Chicago. top

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