I Believe in the Value of
Social Investment Consultant | he/him
Keith Beverly is the Managing Partner and Chief Investment Officer for GRID 202 Partners, an independent Registered Investment Advisor (RIA) firm. GRID focuses on achieving attractive financial returns in a manner fully aligned with the personal or organizational mission of its clients.
Keith brings over 15 years of investment management and financial planning experience to the firm. His responsibilities include building customized investment portfolios to implementing sophisticated financial planning strategies – primarily for medical professionals, attorneys, and professional athletes. Keith is passionate about financial education, particularly in underestimated communities. He has delivered numerous seminars and workshops to groups ranging from elementary school students to retirees.
Keith graduated from Carnegie Mellon’s Tepper School of Business with University and College Honors and obtained his MBA from UNC Kenan-Flagler’s Business School where he was a Dean’s Fellow. He also holds the Chartered Financial Analyst and Certified Financial Planner designations, the most respected credentials for investment management and financial planning, respectively.