Bill Umphrey

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.
Mr. Umphrey 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.
He has held the Chartered Financial Analyst (CFA) designation since 1992 and is a member of the CFA Institute and the Boston Security Analysts Society.
Mr. Umphrey holds his Series 7, 27, 63, 65 and 24 licenses, as well as Massachusetts real estate and insurance broker licenses.
He has held a law license in the past.