Bill Umphrey

Bill Umphrey

Founder chez Pear Tree Advisors, Inc.

Fortune : 1 M $ au 31/12/2023

Consumer Services
Finance

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

SociétéDateNombre d'actionsValorisationDate de valorisation
22/12/2023 13 128 350 ( 8,51% ) 827 086 $ 31/12/2023
28/12/2023 5 363 256 ( 2,59% ) 337 885 $ 31/12/2023

Postes actifs de Bill Umphrey

SociétésPosteDébut
Founder 01/01/1985
Founder 01/01/1969
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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
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Relations

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