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My Story

As the first female to serve as President and CEO of Bartlett, Kelley spearheads innovative efforts, including significant advances in technology, a paperless environment, virtual desktops and Bartlett’s own cloud. She formed a mentoring group of younger women at Bartlett to better prepare them as future leaders of the firm and the community.

Because of Kelley’s reputation as a strategic thinker and a roll-up-your-sleeves community supporter, organizations throughout the area have sought her involvement. She has personally served in leadership roles for arts, social service, education and charitable organizations and provided Bartlett’s corporate support.

Under Kelley’s leadership, Bartlett has earned more than a dozen recognitions on a national platform, most recently ranked by Bloomberg as #2 in the nation as a Registered Investment Advisory firm that also provides financial planning.

Kelley J. Downing

President & CEO, Wealth Advisor, Principal

Kelley is a guiding force for her clients, the firm and the community. In her role as an investment advisor Kelley blends her keen understanding of the industry with her sincere interest in the clients she serves. Her strong listening skills and strategic thinking enable clients to clarify and articulate their goals.

Education
  • Miami University, BA, 1976
  • Thunderbird School of Global Management, MBA, 1979
  • Cincinnati Shakespeare Company: Board of Trustees; President of Board, since 2014
  • Cincinnati Women’s Executive Forum: Founding Member of Steering Committee, since 2010
  • May Festival: Board of Trustees; Past Chair, since 2006
  • St. Vincent de Paul Charitable Pharmacy: Founding Member; Chair of Board, since 2009
  • Dan Beard Boy Scout Foundation: Board of Trustees, since 2016
  • Vistage: Member, since 2012
  • United Way Tocqueville Society: Member, since 2010
  • Leadership Cincinnati: Member Class XXVII
  • Miami University: Guest Lecturer, since 2000
  • YWCA: Nominating Committee, Since 2016
  • Venue and Lead Magazine C-Suite Award, Class of 2016
  • YWCA Career Women of Achievement, Class of 2015
  • Cincinnati Enquirer Women of the Year, Class of 2015
  • Five Star Wealth Manager, since 2012
  • Ranked in Cincinnati Power 100, 2012-2013
  • We Celebrate Woman of the Year Runner-Up, 2008