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  1. The firm’s objective is to achieve long-term capital appreciation through the construction of a diversified investment portfolio. Willett employs a flexible approach and has the ability, both through selected third-party managers and directly, to invest in a broad range of asset classes in order to achieve its goals.

  2. t. e. Willett Advisors LLC (Willett) is an investment firm based in New York City that serves as the family office of Bloomberg L.P. owner and former mayor of New York City, Michael Bloomberg. It is currently managed by Quadrangle Group co-founder Steven Rattner.

  3. Steve Rattner. Steven Rattner is the Chairman and Chief Executive Officer of Willett Advisors LLC, the investment arm for former New York Mayor Michael R. Bloomberg’s personal and philanthropic assets. In addition, he serves as the Economic Analyst on MSNBC’s Morning Joe and is a contributing writer to The New York Times Op Ed page.

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  4. May 21, 2024 · Steve Rattner is the Chairman and CEO of Willett Advisors LLC, which invests former New York Mayor Michael Bloomberg’s personal and philanthropic assets. He is the Economic Analyst for MSNBC’s Morning Joe and is a Contributing Writer for the Op-Ed page of The New York Times. Mr. Rattner wrote the book Overhaul: An Insider’s Account of the ...

  5. Username. Password. Remember my username. Log in. Forgot username or password? New to Fidelity? Open an account sign up. National Financial Services LLC Statement of Financial Condition. Use of this site involves the electronic transmission of personal financial information.

  6. Oct 18, 2022 · Willett Advisors LLC, which manages the philanthropic assets of Michael R. Bloomberg, has brought aboard a longtime member of Northwestern University’s Investment Office. Neil Shah joined Willett as a managing director. Neither he nor Brad Briner, Willett’s co-chief investment officer, immediately returned messages from Markets Group ...

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  8. Willett Advisors operates as a family office managing the assets of Michael R. Bloomberg and Bloomberg Philanthropies. Its investment areas includes public markets, hedge funds, private equity and credit, real assets, and direct investments. The firm was founded in 2010 and is based in New York, New York.

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