With over 15 years of investment management and financial planning experience, Keith’s responsibilities range from building customized investment portfolios to implementing sophisticated financial planning strategies for medical professionals, attorneys, and professional athletes. GRID 202 Partners has developed expertise in identifying private market investments that deliver attractive financial returns while achieving positive social impact.

A Washington, D.C. native, he is one of fewer than 20 African American advisors in the United States who holds both the CFP and CFA designations

Passionate about financial education — particularly in lower-income communities — Keith taught financial literacy for several semesters at the Washington Jesuit Academy near his hometown. Additionally, he has delivered numerous seminars and workshops to groups ranging from medical students to retirees.

Keith graduated from Carnegie Mellon's Tepper School of Business with honors and obtained his M.B.A. from UNC’s Kenan-Flagler Business School, where he was a Dean's Fellow. He also 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.

About Us: GRID 202 Partners brings together financial professionals with over 40 years of financial services industry experience. Our team has expertise in working with doctors, attorneys, IT professionals, business owners and service providers, non-profits, universities, foundations, professional athletes, and more. GRID 202 Partners shares their wealth of knowledge to help clients take control of their financial future to grow and retain wealth while aligning with their clients' values. They are an independent, fee-based financial planning practice, which allows them to create unique financial plans that serve their clients' best interests, not theirs –- a promise they are legally bound to as certified financial planning professionals and fiduciaries. They choose the products and services that best meet clients' needs and not those of a larger organization.