LSV Asset Management

Value Equity Investment Specialists

  • HOME
  • ABOUT LSV
  • PEOPLE
    • Investment Team
    • Operations Team
    • Legal and Compliance Team
    • Client Services & Business Development Team
  • PRODUCTS
    • U.S. Strategies
    • Non U.S. Strategies
    • Global Strategies
    • Regional Strategies
  • MUTUAL FUNDS
    • Value Equity Fund
    • Conservative Value Equity Fund
    • Small Cap Value Fund
    • Global Value Fund
    • U.S. Managed Volatility Fund
    • Global Managed Volatility Fund
    • Emerging Markets Equity Fund
  • LSV FUNDS PLC
    • LSV U.S. Value Equity Fund
    • LSV Global Value Equity Fund
  • ETF
    • LSV Disciplined Value ETF
  • WHAT’S NEW
  • MEDIA
  • CONTACT

People

  • Investment Team
  • Operations Team
  • Legal and Compliance Team
  • Client Services & Business
     Development Team

Operations Team


Kevin Phelan, CFA


Chief Operating Officer
Partner

Kevin Phelan, CFA

Chief Operating Officer
Partner

Tel: (312) 460-2330
Fax: (312) 220-9241


Year Started at LSV: 2004
LSV Responsibilities: Operations, Compliance
Education:
B.A. University of Chicago, Economics (2001)

Dan Newman


Senior Trader
Partner

Dan Newman

Senior Trader
Partner

Tel: (312) 460-2328
Fax: (312) 220-9241


Year Started at LSV: 1999
LSV Responsibilities: Trading
Education:
B.S. The Ohio State University, Business Administration (1992)

Eric Miller


Senior Trader
Partner

Eric Miller

Senior Trader
Partner

Tel: (312) 460-2329
Fax: (312) 220-9241


Year Started at LSV: 1998
LSV Responsibilities: Trading
Education:
B.S. Ohio University, Finance (1990)

Monika Miniati


Portfolio Accounting Manager
Partner

Monika Miniati

Portfolio Accounting Manager
Partner

Tel: (312) 460-2324
Fax: (312) 220-9241


Year Started at LSV: 1997
LSV Responsibilities: Portfolio Accounting & Client Reporting
Education:
B.S. University of Illinois at Chicago, Finance & Accounting (1996)

Claude O’Malley


Trader
Partner

Claude O’Malley

Trader
Partner

Tel: (312) 327-4327
Fax: (312) 220-9241


Year Started at LSV: 2005
LSV Responsibilities: Trading
Education:
B.S. Eastern Illinois University, Finance (2001)

Gloria Balta


Senior Portfolio Accountant

Gloria Balta

Senior Portfolio Accountant

Tel: (312) 460-2334
Fax: (312) 220-9241


Year Started at LSV: 2004
LSV Responsibilities: Portfolio Accounting & Client Reporting
Education:
M.B.A. DePaul University, Finance (2002)
B.A. Marquette University, Political Science (1996)

Rajeev Uppalapati, CFA


Systems Analyst
Partner

Rajeev Uppalapati, CFA

Systems Analyst
Partner

Tel: (312) 242-2488
Fax: (312) 327- 5065


Year Started at LSV: 2010
LSV Responsibilities: Programming
Education:
M.S. University of Chicago, Financial Mathematics (2019)
M.S. University of Cincinnati (1998)
B.S. Indian Institute of Technology, Engineering (1995)

Brian Sanderson


Trader
Partner

Brian Sanderson

Trader
Partner

Tel: (312) 242-2485
Fax: (312) 220-9241


Year Started at LSV: 2012
LSV Responsibilities: Trading
Education:
M.B.A. DePaul University, Finance (2005)
B.S. Miami University, Finance (1997)

Brian Weber


Trader
Partner

Brian Weber

Trader
Partner

Tel: (312) 242-2484
Fax: (312) 220-9241


Year Started at LSV: 2011
LSV Responsibilities: Trading
Education:
B.S. University of Illinois at Urbana-Champaign, Finance (2004)

Sara Paeth


Finance Manager

Sara Paeth

Finance Manager

Tel: (312) 327-4330
Fax: (312) 220-9241


Year Started at LSV: 2015
LSV Responsibilities: Invoicing, Accounts Payable, Proxy Voting
Education:
M.B.A. Northern Illinois University (2014)
B.S. University of Wisconsin – Madison, Mathematics & Education (2009)

Erika Edmonson


Operations Specialist

Erika Edmonson

Operations Specialist

Tel: (312) 460-2322
Fax: (312) 220-9241


Year Started at LSV: 2018
LSV Responsibilities: Operations
Education:
B.A. Emory University, Sociology (2002)

Fuhaad Apatira


Operations Specialist

Fuhaad Apatira

Operations Specialist

Tel: (312) 460-2327
Fax: (312) 220-9241


Year Started at LSV: 2023
LSV Responsibilities: Operations, Client instructed cash flows, Coordinate asset transition actions
Education:
B.S. DePaul University, Accounting

    • WHO WE ARE
      • About LSV
      • In The News
      • Media
      • Research
      • Disclosures
      • Contact
    • PRODUCTS
      • U.S. Strategies
      • Non U.S. Strategies
      • Global Strategies
      • Regional Strategies
    • MUTUAL FUNDS
      • Value Equity Fund
      • Conservative Value Equity Fund
      • Small Cap Value Fund
      • Global Value Fund
      • Global Managed Volatility Fund
      • U.S. Managed Volatility Fund
      • Emerging Markets Equity Fund
    • LSV FUNDS PLC
      • LSV U.S. Value Equity Fund
      • LSV Global Value Equity Fund
      • ETF
        • LSV Disciplined Value ETF
    • PEOPLE
      • Investment Team
      • Operations Team
      • Legal and Compliance Team
      • Client Services & Business
        Development Team

© 2026 LSV Asset Management. All rights reserved.