Susan E. Kelley
Vice President, Government & Institutional Division
Financial Advisor
Location: Worcester Office
Grounded in Relationships, Driven by Purpose
Sue joined Bartholomew & Company in 2019, applying her more than 28 years of government and financial experience to meet the needs of our Government & Institutional Division clients.
Sue's background includes nine years serving Berkshire County and Western Massachusetts in her roles as senior vice president in the government banking division at Adams Community Bank and as vice president of government banking at UniBank. Previously, she worked for the town of Lee, Massachusetts, for 19 years, including 12 years as town treasurer.
Sue holds FINRA Series 7 and 66 securities registrations as an investment adviser representative of Commonwealth Financial Network®. She is a certified Massachusetts treasurer and a member of the Massachusetts Treasurer Collector Association, where she is a past president and served on the executive board for six years. Sue is a member and past president of the Berkshire County Treasurer Collector Association and a member of the Hampshire/Franklin Treasurer Collector Association. She currently serves as a finance committee member and district representative for the town of Lee, Massachusetts. Sue holds a bachelor’s degree in business administration from Berkshire Christian College.
A resident of Lee, Sue enjoys traveling, hiking, boating, walking, cooking, and spending time with friends and family. She and her husband have seven children and two grandchildren.
