Caedran Harvey

As a Senior Relationship Manager, 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, as well as her certification as a Certified Trust and Fiduciary Advisor (CTFA).

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.