Bill Umphrey

Founder at

Pear Tree Advisors, Inc.

Consumer Services

Finance

Profile

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.

Bill Umphrey active positions

Companies	Position	Start
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.	Founder	31/12/1984
US Boston Capital Corp. US Boston Capital Corp. Investment ManagersFinance Provides wealth management services	Founder	01/01/1969

All active positions of Bill Umphrey

Training of Bill Umphrey

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Bill Umphrey's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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