Kelly Willis is responsible for corporate marketing and client development at Newport Private Wealth. She has more than 15 years marketing and communications experience in both corporate and agency roles for a broad range of financial services companies.
Prior to joining Newport Private Wealth in 2002, Kelly was the manager of the affluent market segment for a major global bank and directed the Canadian launch of that bank’s first worldwide banking service. In previous roles, Kelly had been vice president, marketing for a boutique investment brokerage and vice president with a mid-sized advertising and marketing agency whose clients were some of the country's largest mutual fund, banking and investment companies.
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.