Keith McCarthy

(860) 581-7011keith@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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5 Essex Square,
Essex, CT 06426



About Keith McCarthy

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

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Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Peter Egolf

(802) 999-2321

Essex, CT Office

Keith McCarthy

5 Essex Square, Suite 3A

Essex, CT 06426

(860) 581-7011

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

(802) 767-7665


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