November 18, 2021 — Willow Street is pleased to share that Matt Bahr and Caedran Harvey have been promoted to Director, Client Services and Senior Relationship Manager, respectively.
Matt has served Willow Street client families for over seven years. As Director, Client Services, he works closely with several multigenerational, multijurisdictional families administering complex private family trust companies. Matt serves as a thought leader for our client families and is officer or manager for several private family trust company structures. In his time at Willow Street, he has earned the Certified Trust and Fiduciary Advisor (CTFA) designation and grown to be a leader in our organization; he contributes to the development of our client services infrastructure through our internal leadership group.
Caedran has achieved a promotion to Senior Relationship Manager after leading a large portfolio of relationships for both private family trust companies of Willow Street Group, LLC and corporate trustee clients of Willow Street Trust Company of Wyoming, LLC. She has been appointed as officer or manager for several client relationships and works with delegated and discretionary trustee engagements with responsibility for investment oversight and delegation. Caedran recently passed the Chartered Financial Analyst (CFA®) Level I exam.
“Matt and Caedran have demonstrated high performance in their current roles as well as high potential for future growth at Willow Street. They possess not only technical expertise, but also exhibit excellent judgement, integrity, and empathy in handling client relationships. Through their leadership, they are making meaningful, ongoing contributions to the success of our firm.”
—Tricia Overdyke, Senior Managing Director & COO
Please join us in congratulating Matt and Caedran.