Frank Koster

(802) 777-9768 | frank@onedayinjuly.com

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> Using U.S. Treasury Bonds to Reduce Risk
> Active vs. Passive Investment Management


Frank Koster is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Frank has over 30 years of experience in investment management and is responsible for the firm's investment strategy and managing client relationships.

Prior to joining Shelburne Fiduciary Partners in 2019, Frank was CEO of Vermont Works, a startup private equity company focused on growing Vermont's economy organically. Prior to that, Frank was Head of U.S. Fixed Income for Aegon/Transamerica. Frank joined Aegon after serving as the Chief Investment Officer at Dwight Asset Management starting in 2009. He has just over 40 years of capital markets experience, including stints at several major financial services and Wall Street firms.

Frank holds a B.S. in Economics from the College of Wooster, in Wooster, Ohio. Frank sits on the board of the Lake Champlain Maritime Museum.



Keith McCarthy | Josh Kruk
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Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk | Keith McCarthy

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Darien, CT Financial Advisor

Available for meetings in Darien.

Keith McCarthy

(203) 554-9466


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