Bill Umphrey
Founder chez Pear Tree Advisors, Inc.
Fortune : 1 M $ au 31/12/2023
Profil
Mr. Willard L.
Umphrey, CFA, is President & Director at Pear Tree Advisors, Inc. He is also the Chairman and Co-Founder of the Pear Tree Funds, the President of Pear Tree Investment Advisors, Inc., and the Chairman of U.S.
Boston Capital Corporation.
He has over 40 years of experience in the finance and investment management business.
Mr. Umphrey holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
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 with distinction from the United States Naval Academy in Annapolis, Maryland.
Détentions connues dans des sociétés publiques
Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
---|---|---|---|---|
LUMIRADX LIMITED
8,51% | 22/12/2023 | 13 128 350 ( 8,51% ) | 827 086 $ | 31/12/2023 |
LUMIRADX LIMITED
2,59% | 28/12/2023 | 5 363 256 ( 2,59% ) | 337 885 $ | 31/12/2023 |
Postes actifs de Bill Umphrey
Sociétés | Poste | Début |
---|---|---|
Pear Tree Advisors, Inc.
Pear Tree Advisors, Inc. Investment ManagersFinance Pear Tree Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Lincoln, Massachusetts. The firm was founded by Willard Umphrey and Leon Okurowski in 1985 as Quantitative Investment Advisors, Inc. The firm provides asset management services for high net-worth individuals and offer a suite of specialized funds managed by some of the most well-regarded institutional investment managers. | Founder | 01/01/1985 |
US Boston Capital Corp.
US Boston Capital Corp. Investment ManagersFinance US Boston Capital Corp. provides wealth management services. The private company is based in Lincoln, MA and has subsidiaries in the United States. The company was founded in 1969 by Leon Peter Okurowski and Willard Lee Umphrey. | Founder | 01/01/1969 |
Formation de Bill Umphrey
George Washington University | Graduate Degree |
United States Naval Academy | Undergraduate Degree |
Boston University School of Law | Graduate Degree |
Harvard Law School | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
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Pear Tree Advisors, Inc.
Pear Tree Advisors, Inc. Investment ManagersFinance Pear Tree Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Lincoln, Massachusetts. The firm was founded by Willard Umphrey and Leon Okurowski in 1985 as Quantitative Investment Advisors, Inc. The firm provides asset management services for high net-worth individuals and offer a suite of specialized funds managed by some of the most well-regarded institutional investment managers. | Finance |
US Boston Capital Corp.
US Boston Capital Corp. Investment ManagersFinance US Boston Capital Corp. provides wealth management services. The private company is based in Lincoln, MA and has subsidiaries in the United States. The company was founded in 1969 by Leon Peter Okurowski and Willard Lee Umphrey. | Finance |