(860) 581-7011 • keith@onedayinjuly.com
Don't try to time the market and chase returns. Active management and higher fees lead to a drag on performance and tax inefficiency.
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Get Started Today.
5 Essex Square,
Essex, CT 06426
Keith McCarthy is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Keith has over 25 years of experience in investment management and is responsible for business development, strategy, and managing client relationships.
Keith has held positions in trading and portfolio management at Lehman Brothers, TD Waterhouse, Gruntal & Company, and Weiss, Peck & Greer, where he was a bond trader and portfolio manager.
In 2007, Keith moved to Vermont and joined Dwight Asset Management as a portfolio manager, leading the municipal sector. Keith left Dwight after it was purchased by Goldman Sachs, and returned to Connecticut to pursue a graduate degree. Keith holds a B.S. in Justice and Law from Western Connecticut State University and a Masters in Public Policy from Trinity College in Hartford, Connecticut. Keith served with the US Army's 10th Mountain Division.
5 Essex Square,
Essex, CT 06426
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
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