Keith Beverly

Managing Partner & CIO
Re-Envision Wealth

Keith is the Chief Investment Officer for Re-Envision Wealth, formerly known as GRID 202 Partners, one of the few Black-owned, independent Registered Investment Advisor (RIA) firms. With over 15 years of investment management and financial planning experience, Keith’s responsibilities range from building customized investment portfolios for private clients to transitioning institutional
clients to 100% mission alignment. Under his direction, the firm has developed an expertise in identifying private market investments that deliver attractive financial returns while achieving positive social impact.

A Washington, D.C. native, 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 the investment committees of large foundations.

Keith graduated from Carnegie Mellon’s Tepper School of Business with University and College Honors and obtained his M.B.A. from UNC’s Kenan-Flagler Business School, where he was a Dean’s Fellow. He sits on the board of North Carolina A&T’s Department of Family and Consumer Services, one of four CFP® Board-registered programs at a historically black college. He is also one of few African American advisors in the United States who holds both the Chartered Financial Analyst® (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, two of the most respected credentials for investment management and financial planning, respectively.