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Kelly H - PV Financial

Kelly Haber, IACCP®

Position: (Partner, Chief Operating Officer)

Kelly Haber is an accomplished Chief Operating Officer at Pioneer Valley Financial Group (PVFG) and a proud native of Ludlow, MA. She has a wealth of knowledge and experience in financial management, and her leadership has helped shape PVFG into one of the top financial institutions in the area. Kelly brings a unique perspective to her role, one shaped by her deep roots in the community, her passion for excellence, and her unwavering commitment to serving PVFG’s clients.

Kelly’s parents immigrated to the United States from Portugal before starting a family. They passed their strong work ethic on to Kelly and her brother, so they could achieve success. In high school, Kelly worked at her local bakery while upholding her commitment to the tennis team, maintaining excellent grades, and preparing for college. She attended Western New England University, where she found herself drawn to a finance career. After college, she got her first taste of the financial planning industry working as a sales assistant at Northwestern Mutual. The fast-paced and independent environment at Northwest Mutual helped her prepare for the next step on her career path. Kelly then worked as an Investment Analyst in the Operations Division at MassMutual in Springfield. With a dedicated work ethic and empathetic approach to problem-solving, she quickly became an integral part of the organization and advanced to a Regulatory Operations Consultant position, where she audited operations and developed supervisory procedures. Kelly’s commitment to excellence earned her a promotion to Compliance Consultant, where she handled regulatory inquiries and implemented changes that benefited the client experience.

Nine years of valuable experience at MassMutual prepared Kelly for the next chapter in her career. She obtained her FINRA Series 7 and 24 licenses through MassMutual and landed a Director of Compliance and Operations position at PVFG in early 2016. Her precise and accurate attention to detail is an invaluable asset to PVFG, as evidenced by her participation in regulatory inspections and internal audits. Within six months of joining PVFG, she completed the Uniform Combined State Law Examination (also known as the “Series 66”), leading to her promotion to Chief Operating Officer. Kelly was also named PVFG’s Office of Supervisory Jurisdiction Delegate and a Registered Investment Advisor Representative, which is an ideal role for her area of expertise. As a result, she ensures that PVFG remains compliant with complex regulations.  Kelly earned the Investment Adviser Certified Compliance Professional® (IACCP®) credential in 2022. The IACCP designation acknowledges the heightened role of regulatory compliance and responds to the growing industry demand for nationally recognized compliance education, professional standards, and ethical leadership.

Kelly’s hard work and dedication go beyond her professional life. She gives back to her community by volunteering at Rick’s Place, a youth social services organization in Wilbraham. She also serves as Treasurer of the Falcon Youth Football Association in Wilbraham where her two sons, Ryan and Gavin, play football. When she’s not in the office or participating in her community, Kelly enjoys spending time with her husband, Barry, and her two boys at their Wilbraham home.Kelly loves traveling with her family and exploring new places around the world, a passion that started with a trip to Disney World and a cultural experience in Portugal. You might also find Kelly rooting for Ryan and Gavin at sporting events, trying new recipes in the kitchen, watching HGTV, enjoying a glass of wine with friends, or curling up with a good book.