Our Team

• Michael A. McCarthy is the Chief Investment Officer and Co-Founder of the Company. He, along with Sam Shapiro, established the Company in August 1990. Before founding the Company, Mike was the head portfolio manager at Heilweil, Hollander & Jacobs in Atlanta, where he was employed from 1985 to 1990. He holds a Bachelor of Science in Chemical Engineering from the New Jersey Institute of Technology and a Master of Science in Management from the Georgia Institute of Technology. Mike is also a Chartered Financial Analyst (CFA) charterholder.

• Louis S. Shapiro is the President and Chief Financial Officer of the Company. He started his career with the Company in April 1992 as a Research Analyst and Portfolio Manager. Before joining the Company, Louis was formerly employed as an accountant at Habif, Arogeti, and Wynne, PC, a public accounting firm, from 1990 to 1992. Before becoming an accountant, he served as a Registered Representative at Kidder Peabody in Atlanta. Louis holds an ABJ from the University of Georgia

• Harry B. Shapiro is the Director of Research. He joined the Company in December 2005 as a Research Analyst and Portfolio Manager. Before this, Harry accumulated 15 years of experience in the investment business, having worked at Deutsche Bank Alex Brown from 2002 to 2005, Lehman Brothers from 2001 to 2002, Bear Stearns from 1995 to 2001, and Merrill Lynch from 1990 to 1995. His responsibilities included advising institutional and high-net-worth clients on various equity and fixed-income portfolio management matters. Harry holds a Bachelor of Business Administration in International Business from the University of Georgia.

• Jonathan J. Hunter is a Research Analyst and Portfolio Manager. He joined the Company in May 2022. Before joining the firm, Jon accumulated 11 years of experience in equity research, specializing in the energy sector. Most recently, he served as Vice President and Research Analyst at Cowen from 2013 to 2022. Before his tenure at Cowen, he was an Equity Research Associate at Dahlman Rose from 2011 to 2013. Jon holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Richmond and is a Chartered Financial Analyst (CFA) charterholder.