Philip Yim in

Philip Yim

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Vice President at Willett Advisors LLC
📍 New York, New York, United States

Philip Yim is the Vice President of Due Diligence at Willett Advisors, the family office managing Michael Bloombergs assets. A Certified Public Accountant with an MBA from Columbia Business School, he has built a career specializing in operational due diligence for alternative investments at firms like Citi Private Bank and PwC.

Philip is deeply committed to community service, volunteering as a Mentor and Associate Board Member for America Needs You. He actively works to support economic mobility for low-income, first-generation college students through professional development workshops and mentorship.

He helps manage the personal and philanthropic assets of Michael Bloomberg.

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Experience
19 Years
Current Role
Vice President
Job Level
Senior
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Philip cares about

Operational Due Diligence
His entire career, from PwC to Willett Advisors, has been focused on operational due diligence for alternative investments, indicating deep expertise in this area.
Family Office Investing
His current senior role at Willett Advisors, a prominent single-family office, places him at the center of investment strategies for ultra-high-net-worth individuals.
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Career

Work history

2021
Vice President
Willett Advisors LLC
2019 - 2021
Alternative Investments Operational Due Diligence
Citi Private Bank
2012 - 2019
Hedge Fund Operational Due Diligence
EnTrust Global
2010 - 2012
Operational Due Diligence | Fund Accounting
Stamos Capital Partners, L.P.
2007 - 2010
Alternative Investments Assurance
PwC
In the press

Media appearances

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Education
Master of Business Administration - MBA
Columbia Business School
Master of Accountancy (Financial Accounting) | Bachelor of Science (Accounting)
Rutgers University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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