© 2019 by Union Street Partners, LLC. All Rights Reserved

800.231.3663

Union Street Partners, LLC

1421 Prince Street, Suite 200

Alexandria, Virginia 22314

Bernie McGinn, CFA ​   CIO, Portfolio Manager

Mr. McGinn is a founding member of Union Street Partners, LLC and serves as the Chief Investment Officer.  Mr. McGinn is also the Chief Investment Officer of McGinn Investment Management, Inc. which serves as the sub-advisor to the Union Street Partners Value Fund.  Mr. McGinn founded McGinn Investment Management, Inc. in 1991.  He began his career with Merrill Lynch in 1982 and later worked for Kidder Peabody.

 

Mr. McGinn received his MBA from The Wharton School at the University of Pennsylvania and his undergraduate degree from the University of Marlyand. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the adjunct faculty at the McDonough School of Business at Georgetown University and Robert H. Smith School of Business at the University of Maryland.

Shawn McLaughlin, AIF   Managing Partner

Shawn McLaughlin has over twenty-eight years of investment experience. Mr. McLaughlin holds an Accredited Investment Fiduciary™ (AIF®) designation, the Series 7, 9, 10, 24, 63, and 65 licenses, and the Virginia Life, Health, and Variable Life annuity insurance licenses. He earned his Bachelor of Science in Business Administration from Georgetown University and remains active as a mento to students in Georgetown's business school.

 

Mr. McLaughlin plays an active role in Northern Virginia business and civic communities. Currently he serves on the Board of Directors of Burke & Herbert Bank and recently completed several terms as a Trustee on the Board of Inova Health Systems. In 2010 he was elected Chairman of the Board of Trustees of the Virginia College Savings Plan (VCSP), an independent state agency that manages Virginia's 529 plan offerings. Also in 2010 he accepted an appointment to the Board of Visitors of the School of Business at Marymount University in Arlington, Virginia. In 2003 he helped establish the Alexandria Police Foundation and continues to serve as the foundation's first Chairman. He served over twelve years on the Board of Directors for the Alexandria Chamber of Commerce, was elected Chairman of the Board for the Chamber in 1994 and was named the 2005 Business Leader of the Year. Mr. McLaughlin and his family are residents of Alexandria, VA.

R. McCoy Penninger, CFA   Portfolio Manager

McCoy has been a portfolio manager for the Fund since 2015. Prior to becoming a portfolio manager, McCoy was the Senior Analyst for McGinn Investment Management's Large Cap Value equity strategy.  

McCoy received his MBA from the George Washington University School of Business and his undergradute degree from Sewanee: The University of the South. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Washington, DC and the Washington Association of Money Managers.  McCoy's work has been published in Forbes and he has been a guest lecturer at Georgetown University and the University of Maryland.