Cadence Loos

Client Services Administrator

207-828-4905

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In her role as Client Services Administrator, Cadence serves as the administrative coordinator between her clients and their wealth management advisors. She is a consistent point of contact for clients’ day to day needs, managing cash and asset transfers, and ensuring documentation and compliance needs are met. She joins us with experience in both banking and investor services.

Cadence earned her Bachelor of Science in Business Management from Keene State College in Keene, NH, her home state. She moved to Portland in 2022 following graduation. In her spare time, she enjoys reading as well as playing and coaching soccer.