Kelly Willis, MBA
Kelly Willis is responsible for corporate marketing and client development at Newport Partners. She has more than 15 years marketing and communications experience in both corporate and agency roles for a broad range of financial services companies. During her career, she has developed a unique appreciation of the DNA of entrepreneurs and their wealth creation capabilities through research, personal interviews and experience.
Prior to joining Newport Partners in 2002, Kelly was the manager of the affluent market segment for a major global bank and directed the Canadian launch of the bank’s first worldwide banking service. In previous roles, Kelly had been VP, Marketing for a boutique investment brokerage and VP with a mid-sized advertising and marketing agency that acted for leading firms such as Mackenzie Financial Corporation and BMO.
Kelly brings the added perspective of a family business background – a 100 year old company that is now in its fourth generation of family management.
