KEITH BEVERLY JOINS MOMENTUM ADVISORS
CONTACT: Gabby Lubliner
FOR IMMEDIATE RELEASE
Momentum Advisors recently named Keith Beverly, CFA as a Vice President in its Wealth Management Division. He brings 15 years of investment management and financial planning expertise to the firm. Keith has spent the past five years advising high net worth families and affluent professionals. His responsibilities range from building customized investment portfolios to implementing sophisticated financial planning strategies. He has cultivated a particular niche serving medical professionals and attorneys.
Keith’s addition immediately enhances Momentum’s investment management and financial planning capabilities and positions the firm for continued growth in the Washington, DC and Southeast region markets. A native Washingtonian, Keith will continue his efforts to increase educational opportunity and provide innovative financial literacy instruction to urban school districts.
Keith graduated from Carnegie Mellon University’s Tepper School of Business with Honors and obtained his MBA from UNC Kenan Flagler’s Business School where he was a Dean’s Fellow. He passed the CFP exam in 2003 and holds the CFA designation – the most widely respected credential for investment professionals.
ABOUT MOMENTUM ADVISORS
Momentum Advisors is an independent Investment Advisory and Financial Planning firm with over $200 million in assets under advisement. Momentum is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (“RIA”). The firm is geared toward individuals and organizations which have achieved extraordinary levels of success. Momentum clients are an elite group of board members, entrepreneurs, and executives who demand the same excellence in their advisors that they have demonstrated in their own lives. They require an intensely personal approach that relies upon years of experience, attention to detail, and above all else, objectivity.
SOURCE: MOMENTUM ADVISORS