Cailene Huerta

Vice President

Cailene Huerta is responsible for providing client support services including account management, client communication, portfolio rebalancing and performance reporting. She works closely with the Firm’s custodians and reporting partners to ensure requests are processed and handled correctly. Cailene joins us from Tiedemann Advisors, where she was in a similar role since 2016. Prior to Tiedemann, Cailene was a Service Manager for Wells Fargo Bank, where she managed customer relations, in-store regulatory compliance, and a staff of tellers. Cailene earned her Bachelor of Business Administration, Accounting and Finance from the University of Wisconsin-Milwaukee’s Lubar School of Business. Originally from the U.S., she now resides in Switzerland.

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