Caedran Harvey Passes CFA Level I Exam

We are pleased to share that Caedran Harvey recently passed the  Level I exam. With only a 26% pass rate, this exam covered ethical and professional standards, economic and financial reporting and analysis, portfolio management and analysis, and asset classes. As a Relationship Manager at Willow Street, Caedran serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. She works with delegated and discretionary trustee engagements, with responsibility for investment oversight and delegation, and manages fiduciary structures with complex investment strategies.

Please join us in congratulating Caedran on this achievement.