In this engaging episode of Breaking Barriers of Black Investors, host Dieunor Michel sits down with Keith Beverly, Managing Partner and CIO at Re-Envision Wealth.

 

Episode Highlights:

Centralized Resources & Onboarding Challenges:

Keith discusses the operational intricacies of integrating new advisors into a firm and emphasizes the role of centralized resources in financial planning and investment management.

 

Scaling & Technology Investments:

Beverly shares insights into the tech stack at Re-Envision Wealth, asserting it is equipped to support a billion-dollar firm and reflecting on its strategic growth.

 

Institutional Clients & Asset Thresholds:

Keith and Dieunor explore strategies around attracting large institutional clients as the firm approaches significant asset thresholds, mentioning a current $50 million RFP.

 

Personal Passions & Balancing Life:

Beyond work, Keith is a devoted father and basketball enthusiast. He warmly recounts time spent caddying for his daughters at golf tournaments.

 

Leaving a Legacy & Activism:

In closing, Keith speaks about his admiration for historical activists and his aspiration to create a positive societal impact through his work and firm, envisioning a legacy.

 

In this candid episode, Keith Beverly offers a compelling glimpse into his professional and personal life, demonstrating his commitment to breaking barriers in the financial world and inspiring societal change through his work.

 

Website: http://bbbinvestorscast.com

 

Host LinkedIn: https://www.linkedin.com/in/dieunor-michel-cfa-4b093b100/

 

Guest LinkedIn: https://www.linkedin.com/in/keithbeverlycfacfp/