Family Office

Caissa Wealth Strategies (CWS)

Caissa Wealth Strategies, founded in 2009 by Kelly Olson Pedersen, based in Bloomington, Minnesota, is a wealth management firm serving HNW clients.The investment approach is led by Founder and CEO Kelly Olson Pedersen, who joined in 2009 from UBS, where she served as an investment advisor. Before UBS, she was a wealth

Assets Under Management
$250M-$1B
Headquarters
Bloomington, Minnesota

Decision-makers

Kelly S. Olson Pedersen
Founder & Chief Executive Officer
Members only

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