McCoy Penninger, CFA in

McCoy Penninger, CFA

Login to view DISC.
Partner and Portfolio Manager at McGinn Penninger Investment Management, Inc.
📍 Charleston County, South Carolina, United States

McCoy Penninger is a Partner and Portfolio Manager at McGinn Penninger Investment Management, Inc. , where he co-manages the Union Street Partners Value Fund (USPFX). He is a CFA Charterholder with an MBA from The George Washington University and a BA from The University of the South.

Originally from Tennessee, McCoy now lives in Atlanta with his wife and two children. He is an active member of the Atlanta Society of Finance and Investment Professionals, engaging with the local financial community.

He applies a disciplined value investing philosophy to his management of a publicly traded mutual fund.

Read the full overview →
Experience
13 Years
Current Role
Partner and Portfolio Manager
Job Level
Middle
Location
Charleston County, South Carolina, United States
Personality Overview

How McCoy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics McCoy cares about

Value Investing
His professional introduction and role as a portfolio manager for the Union Street Partners Value Fund highlight his focus on this specific investment strategy.
Portfolio Management
As a Partner and Portfolio Manager, this is his core professional function and area of deep expertise.
+4 more topics Login to view topics
Career

Work history

5-2023
Partner and Portfolio Manager
McGinn Penninger Investment Management, Inc.
1-2017 - 5-2023
Partner - Portfolio Manager
McGinn Penninger Investment Management, Inc.
10-2014 - 1-2017
Vice President - Portfolio Manager
McGinn Penninger Investment Management, Inc.
6-2007 - 9-2008
Financial Advisor
Morgan Stanley
7-2006 - 5-2007
Operations Specialist
Reliance Trust Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2009 - 2011
MBA
The George Washington University School of Business
2002 - 2006
BA
The University of the South
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to McCoy. Free, 10 seconds.