Bill Umphrey
Founder at Pear Tree Advisors, Inc.
Net worth: 369 832 $ as of 29/04/2024
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Leon Peter Okurowski | M | - |
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.
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. | 55 years |
| Deborah A. Kessinger | F | - |
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.
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. | - |
| William J. Beckett | M | - |
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. | 5 years |
| John D. McClellan | M | - |
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. | 8 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Elizabeth A. Watson | F | 69 |
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.
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. | 3 years |
| Frederick S. Marius | M | 60 |
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.
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. | 5 years |
| Jennifer D. Dougherty | F | - |
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. | - |
| Sandra I. Madden | F | - |
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. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 8 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bill Umphrey
- Personal Network
