Caedran Harvey CTFA

As a Client Services Associate Director, 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 is responsible for trust administration, financial reporting and analysis, and cash flow management. Caedran serves as a committee member and officer for clients’ private family trust companies (PTCs) and also works with delegated and discretionary trustee engagements with responsibility for investment oversight and delegation. She has a strong competency in research and data analysis for clients’ special projects. In addition to her client-facing roles, Caedran is a member of the firm’s internal operations team.

Caedran joined Willow Street from William E. Wecker Associates, where she focused on economic and statistical consulting. She is currently pursuing Level 2 of the Chartered Financial Analyst (CFA) certification. She holds the Certified Trust and Fiduciary Advisor designation (CTFA) from the American Bankers Association, a course of study that hones the technical skills and competencies required to perform complex trust administration responsibilities.

Caedran earned her BA in Economics from Cornell University. Supplemental to her career at Willow Street, Caedran races her mountain bike professionally; at any given time, you will likely find her on a trail, regardless of the season. Her other outlets include reading Farnam Street blog, traveling the globe, and hiking with her twin Australian Shepherds.