Contact a One Day In July Fiduciary Financial Advisor.
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.
Keith McCarthy, Financial Advisor
keith@onedayinjuly.com | (203) 554-9466
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.
