About Us

Kelly Newsome, President and Founder

Her Background:

Before launching ConnectRoot, Kelly worked in the financial services industry as a sales and business development director for several industry publications, a  technology firm, conference producers, and public relations.  Her expertise and growing network across industry segments fueled her vision for ConnectRoot.

Her Vision:

Kelly’s vision for ConnectRoot developed over the years and through her interactions with financial professionals. She recognized the vital need for a link within the industry to serve as a conduit for introducing strategic problem-solving connections.

Kelly’s mission is to provide that link through her ONE SOURCE Platform.

Kelly Headshot AMA

 

Her Reputation:

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“I’ve known and worked on projects with Kelly for over 12 years, and she is top tier in terms of professionalism, actionable ideas and follow-through. I would certainly recommend Kelly as a go-to source, and would be pleased to act as a professional reference.” Jim Schaberg, Managing Director, Incapital LLC

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“I met Kelly some thirteen years ago, when she began her career in the financial services industry. At the time, I introduced her to several of my industry associates. She remains in contact with them to this day, having made—and kept—scores of additional contacts along the way. A true ‘people person,’ I have always found Kelly to be optimistic and highly energized, not to mention forthright and intelligent—a great person to do business or be associated with.” Andrew Davitt, Chair, Securities & Investment Practice, Marshall Dennehey Warner Coleman & Goggin

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“Kelly has proven herself to be a an effective networker over the 10 years I have known her. She was able to deliver creative, actionable ideas across a range of business environments and help put together the right people to make them happen. She is ideal for making ConnectRoot a viable enterprise for networking solutions.” Michael Castino, Marketing Director, Northern Trust/FlexShares

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“I have known Kelly for a number of years. She has always been very responsive and always goes the extra mile to get the job done. She will be a real asset to any firm that she represents. She is a true professional.” Joe Turk, VP at First Southwest Company

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“Kelly Newsome recognizes the synergies that people in her network should have, often before they realize there’s a potential fit, and is a natural and very talented connector of people, firms and businesses. The resulting business relationships start as bonuses and end up as an important element of new business.” Kathleen McBride, AIFA® Accredited fiduciary consultant to investment stewards, investment advisors, and investment managers

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“Kelly Newsome is a very talented and organized individual who can identify key issues and needs within an organization. She efficiently analyzes the issues or needs and provides thoughtful cost effective solutions that leverage your business and team goals effectively. – We highly recommend her.” David Gray, Head of Trading Services, CBOE