William Y. Conklin

Client Associate

William Y. Conklin is a Client Associate and Analyst in the Rockefeller Global Family Office. Will works with a Managing Director to provide comprehensive financial services to ultra-high net worth individuals and families, including investment management, tax strategy, trust & estate planning, philanthropy, cash flow planning, and risk management.

Prior to joining Rockefeller, Will was a Product Control Analyst at Citigroup Inc. In this role, he conducted independent price verifications and valuation adjustments to value the trading activity of corporate loans, options, and credit default swaps for North America and EMEA trading desks.

Will graduated Magna Cum Laude from the University at Buffalo – State University of New York. He earned a Bachelor of Science degree in Business Administration with a dual concentration in Financial Analysis and Data Analytics.