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 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.