I Believe in the Value of


We face vast challenges as mission-driven individuals and organizations committed to affecting positive societal change on a massive scale. It is vital that we work collaboratively with those with shared values and objectives whenever possible.

Keith  Beverly

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.

"Narrowing and ultimately closing the racial wealth gap requires a multi-disciplinary approach with a host of actors: organizers and activists, elected officials, impact investors and their advisors, ecosystem builders and the philanthropic community. I've grown more hopeful recently that these constituents recognize the urgency of the problem and will increasingly act boldly and swiftly in directing resources where they are most needed."