Caedran Harvey

Senior Relationship Manager

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 also serves as officer or manager for key relationships. Caedran is responsible for trust administration, financial reporting and analysis, and cash flow management, and 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.

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 season. Her other outlets include reading Farnam Street blog, traveling the globe, and hiking with her twin Australian Shepherds.