Caedran helps lead strategic growth initiatives for Willow Street and works with new client relationships as families and their advisors begin their engagement with the firm. She also works with several key client relationships, serving as a committee member and officer for private family trust companies (PTCs) and leading delegated and discretionary trustee engagements. Through her deep client service experience and strong analytical skills, Caedran brings strategic insights to new client relationships, ongoing engagements, and internal initiatives.
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.
