Keith McCarthy

Essex, Connecticut


Don't try to time the market and chase returns. Active management and higher fees lead to a drag on performance and tax inefficiency.

Call (860) 581-7011 or email to set up a consultation.

5 Essex Square,
Essex, CT 06426

Investing in ETFs

About Keith McCarthy

Keith McCarthy is a Managing Partner and Business Development Director for Shelburne Fiduciary Partners. Shelburne Fiduciary Partners is an affiliate of One Day In July, operating in both Shelburne, Vermont and Essex, Connecticut. Josh Kruk and Frank Koster manage the investments for Shelburne Fiduciary Partners.

Keith has over 25 years of experience in investment management and is responsible for business development, strategy, and managing client relationships. Currently, Keith is leading the expansion of Shelburne Fiduciary Partners into Connecticut and greater New England.

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.

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


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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