Susan Kelly

Susan Kelly is Vice President and Senior Investment Research Analyst at Washington Trust Wealth Management, where she leads key investment research and reporting initiatives for the firm. Based in Massachusetts, she is instrumental in supporting Washington Trust Advisors with market analysis, manager due diligence, and strategy evaluation, focusing on asset allocation and portfolio construction for high-net-worth and institutional clients.

Drawing on decades of experience, Susan specializes in comprehensive research across public equities, fixed income, and alternative investments, with a particular emphasis on asset allocation and manager selection. Her previous roles include VP, Investment Management and Research at Commonwealth Financial Network, where she was responsible for evaluating and monitoring alternative financial products, and consultant at SK Consulting, deepening her expertise across multiple asset classes.

Susan holds an MBA in Finance from NYU Stern School of Business and a BS in Management/Finance from Purdue University’s Krannert School of Management. She is recognized for her analytical expertise and her ability to translate complex market research into actionable investment strategies for diverse client needs.