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Shelburne Fiduciary Partners, an affiliate of One Day In July, utilizes a team-based approach to provide advisory services to its individual and institutional clients.
Shelburne Fiduciary Partners Financial Advisors are registered as Investment Advisor Representatives with One Day In July LLC, an SEC-Registered Investment Advisory Firm headquartered in Burlington, Vermont.
Financial Advisor
(802) 338-6326
josh@onedayinjuly.com
Josh Kruk is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Josh has over 25 years of experience in investment management and takes a lead role in the implementation of Shelburne Fiduciary Partner's investment and risk management strategies.
Financial Advisor
(802) 777-9768
frank@onedayinjuly.com
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.
Business Development Director | Shelburne Fiduciary Partners
(860) 581-7011
keith@onedayinjuly.com
Keith McCarthy is a Managing Partner and Business Development Director for Shelburne Fiduciary Partners. Keith has over 25 years experience in investment management and is responsible for business development, strategy, and managing client relationships.
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