Profil
Mr. Willard L.
Umphrey, CFA, is a President at Pear Tree Advisors, Inc. and a Chairman at US Boston Capital Corp.
He is on the Board of Directors at Pear Tree Advisors, Inc. He has over forty years of experience in the finance and investment management business.
Mr. Umphrey provides overall management and direction for U.S.
Boston and its affiliates.
He actively participates in the management of the Pear Tree family of mutual funds.
Mr. Umphrey also retains a wealth management practice with existing clients and their families.
Prior to founding U.S.
Boston, Mr. Umphrey served in the United States Navy as a nuclear submarine officer.
He obtained his JD from Harvard Law School, an LLM in taxation from Boston University School of Law, a Masters in Personnel Administration from George Washington University, and a BS from the United States Naval Academy in Annapolis, Maryland.
He has held the Chartered Financial Analyst (CFA) designation since 1992.
Aktive Positionen von Bill Umphrey
| Unternehmen | Position | Beginn |
|---|---|---|
Pear Tree Advisors, Inc.
Pear Tree Advisors, Inc. Investment ManagersFinance Pear Tree Advisors aims to outperform benchmarks over the long term. They offer the Pear Tree Funds, which consist of seven, long only equity funds. These funds as a whole offer client’s exposure to equities across the globe and span the growth to value spectrum. The firm’s Investment Committee reviews investment results, monitors compliance with investment objectives, and evaluates competitive positioning. | Gründer | 01.01.1985 |
US Boston Capital Corp.
US Boston Capital Corp. Investment ManagersFinance Provides wealth management services | Gründer | 01.01.1969 |
Ausbildung von Bill Umphrey
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Pear Tree Advisors, Inc.
Pear Tree Advisors, Inc. Investment ManagersFinance Pear Tree Advisors aims to outperform benchmarks over the long term. They offer the Pear Tree Funds, which consist of seven, long only equity funds. These funds as a whole offer client’s exposure to equities across the globe and span the growth to value spectrum. The firm’s Investment Committee reviews investment results, monitors compliance with investment objectives, and evaluates competitive positioning. | Finance |
US Boston Capital Corp.
US Boston Capital Corp. Investment ManagersFinance Provides wealth management services | Finance |
George Washington University
George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Naval Academy
United States Naval Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston University School of Law
Boston University School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard Law School
Harvard Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















