Bill Umphrey
Founder at Pear Tree Advisors, Inc.
Net worth: 369 832 $ as of 29/04/2024
Bill Umphrey active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Director/Board Member | 31/12/1984 | - |
Chief Executive Officer | 31/12/1984 | - | |
Founder | 31/12/1984 | - | |
President | 31/12/1984 | - | |
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. | Chairman | 01/01/1969 | - |
Founder | 01/01/1969 | - |
Career history of Bill Umphrey
Training of Bill Umphrey
United States Naval Academy | Undergraduate Degree |
George Washington University | Graduate Degree |
Boston University School of Law | Graduate Degree |
Harvard Law School | Graduate Degree |
Statistics
International
United States | 7 |
Operational
Graduate Degree | 3 |
Founder | 2 |
Director/Board Member | 1 |
Sectoral
Consumer Services | 5 |
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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