about us:

We are a diverse and dedicated group. We believe that our wide range of interests and experience give us a better foundation from which to judge the financial marketplace.

 

Charles Lemonides: Chief Investment Officer; Analyst/Portfolio Manager

Prior to founding ValueWorks, Charles was a partner and CIO at M&R Capital, an independent Investment Advisory Firm. Responsible for the investment process there, Charles brought his asset-based value approach to the firm when he joined in 1999. This was a discipline originally developed at Sterling Advisors, an investment advisory unit of Gruntal & Co., where Charles was Managing Director from 1995. Charles began his career at Gruntal in the research department in 1986. In nearly a decade of research coverage, he followed Risk Arbitrage transactions, the banking industry, Special Situations, and spearheaded the addition of High Yield Bonds and Distressed Securities to the department's coverage area.

Charles received his Bachelor's degree in History from Vassar College and pursued graduate studies in Economics at New York University. He received his Chartered Financial Analyst designation in 1989 and is a member of the New York Society of Security Analysts. Charles is a regular contributor to the financial media and makes frequent television appearances on CNBC, Bloomberg Television and CNNFN.

 

Eric D. Tucker: Director/Analyst

Before joining ValueWorks, Eric was a Senior Analyst responsible for oversight functions in the Global Control Department at Goldman Sachs & Co. Prior to this, he ran his own international business and economic development consulting practice focusing primarily on East Asia. Earlier, Eric worked in international research and consulting in various capacities in both the public and private sectors. Eric graduated from Columbia University's School of International and Public Affairs with a Masters Degree in International Affairs in 1984. He received his Bachelors degree from the University of Massachusetts at Amherst in 1976. A Fulbright Scholar in Japan and Southeast Asia, Eric resided in Asia for over four years and is conversant in Mandarin Chinese.

 

Steven Zell: Director/Analyst

Prior to joining ValueWorks, Steve was the Director of Operations for high tech consulting firm Xceed Inc. At its peak, Xceed had an international presence with over 1,000 employees. Steve managed a team of 34 people responsible for understanding and monitoring corporate efficiency, streamlining processes and controlling costs—tangible business perspectives that he brings to his securities analysis. In 1998 he earned his LLB from City University in London, England. Steve received his Bachelors degree in Philosophy and Math from St John's College, Santa Fe NM in 1992.

 

Nancy Lee: Director/Analyst

Nancy has enjoyed over 13 years experience in the financial services industry. Prior to joining ValueWorks, she’d brought her marketing skills to Dresdner Kleinwort Wasserstein’s Asian equity division. As a Director, she made significant contribution in fortifying the firm’s Korean equity research product and building out its presence among hedge funds and mutual fund managers. In 1998, she was Senior Vice President at research boutique Clarion Capital Securities where she led a team of Asian equity salespeople for a similar role targeting North American clients. Nancy began her sell-side career in 1995 at Credit Agricole’s Asian brokerage unit, W.I. Carr, in Hong Kong. Prior to that, she spent three years as a buy-side analyst with Wafra Investment Advisory Group in New York. Nancy received her Bachelor’s degree in Economics and International Relations from Boston University.