One Day In July LLC

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He is an advisor at One Day In July LLC in Burlington, VT, where he has worked since 2023. Prior to joining the firm, he held roles at the University of Vermont and Saint Michael's College. Outside of advising, Matthew is involved in facility valuation and market research as an owner of a self-storage business in Colchester, VT. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach focused on low-cost, passively managed ETFs and offers a distinct environmental investing option that screens funds by carbon intensity and fossil fuel reserves.

Nancy Westbrook is a financial advisor at One Day In July LLC with five years of industry experience. She holds a Series 65 designation and has worked at One Day In July since 2019. Prior to her advisory role, Nancy was employed at Vermont Day School and spent several years as a homemaker. She serves on the Finance Committee for the Fletcher Free Library, advising on investment matters. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs with periodic rebalancing and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve screening.

John Bass is a financial advisor at One Day In July LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with the Austin Firefighters Retirement Fund and the Austin Fire Department. Bass serves as an elected Trustee on the Board of Trustees for the Austin Firefighters Retirement Fund, overseeing the defined benefit pension plan. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs with periodic rebalancing and offers an environmental investing option focused on carbon intensity and fossil fuel metrics.

Jennifer Martinez is a financial advisor at One Day In July LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she held roles at Orion Talent and Kaplan, with intermittent periods as a homemaker. Outside of her advisory work, Jennifer serves as a Commissioner on the Shelburne Water Commission and is a member of the Board of Directors for SCHIP, a local nonprofit that supports other charities through resale shop proceeds. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach focused on low-cost, passively managed ETFs and offers a distinctive environmental investing option alongside educational outreach and client engagement initiatives.

John Slane is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation. He has worked in the financial industry since 2014, including roles at National Life Group and Ned S Church Group. One Day In July LLC provides discretionary portfolio management and limited financial planning to a diverse client base, including individuals, trusts, and employee benefit plans. The firm employs an asset-allocation strategy focused on low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through educational materials and events.

Caroline Russell is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at CK Kessler Creative LLC, Onion River Outdoors, Nordica USA Corp, Parlor Skis, the University of Vermont, and Onion River Sports. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm uses an asset-allocation approach with low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

Christopher Mc Keown is a financial advisor at One Day In July LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Omnicom Media Group and Universal McCann. One Day In July LLC provides discretionary portfolio management and limited financial planning to a range of clients including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs an asset-allocation approach with an emphasis on low-cost, passively managed ETFs and offers a specialized environmental investing option focused on carbon intensity and fossil fuel metrics.

Kevin Murray is a financial advisor at One Day In July LLC in Burlington, VT. He holds a Series 65 designation and has been working in the industry since 2022, including prior experience at Clute Wealth Management. One Day In July LLC provides discretionary portfolio management and limited financial planning for individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach with a preference for low-cost, passively managed ETFs and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.

Burta Kelly is a financial advisor at One Day In July LLC in Burlington, VT, holding a Series 65 designation. She has been with the firm since 2019 and previously worked at Aurora North Software from 2016 to 2019. One Day In July LLC provides discretionary portfolio management and limited financial planning to a diverse client base, including individuals, trusts, and employee benefit plans. The firm employs an asset-allocation strategy focused on low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent communications and educational events.

William Koster is a financial advisor at One Day In July LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2019, following a prior role at Vermont Works Management Company, LLC. Koster serves on the Board of Directors of the Lake Champlain Maritime Museum, where he has also acted as Treasurer and manages the museum’s endowment investments. One Day In July LLC provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach focused on low-cost, passively managed ETFs, offers an environmental investing option, and engages clients through frequent educational communications and outreach.

Seth Gillim is a financial advisor at One Day In July LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Propgate, PBC, High Fidelity, Inc, The University of Vermont, and The Intervale Center. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs with periodic rebalancing and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.

Daniel Cunningham is a financial advisor at One Day In July LLC with nine years of industry experience. He holds a Series 65 designation and has worked at One Day In July since 2016 and previously at Dans LLC from 2008 to 2017. He serves as a trustee of a small nonprofit foundation unrelated to financial services. One Day In July LLC provides discretionary portfolio management and limited financial planning to a diverse client base, emphasizing an asset-allocation approach using low-cost, passively managed ETFs and offering an environmental investing option focused on carbon intensity and clean-energy impact portfolios.

Carrie Mc Donnell is a financial advisor at One Day In July LLC with three years of industry experience. She holds a Series 65 designation and previously worked for sixteen years at White River Valley Supervisory Union. One Day In July LLC provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs an asset-allocation approach favoring low-cost, passively managed ETFs and offers a distinct environmental investing option focused on carbon intensity and fossil fuel reserve metrics.