Bill Umphrey

Bill Umphrey

Fondatore presso
Pear Tree Advisors, Inc.
Consumer Services
Finance

Profilo

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.

Posizioni attive di Bill Umphrey

SocietàPosizioneInizio
Fondatore 01/01/1985
Fondatore 01/01/1969

Formazione di Bill Umphrey

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Società nel listino

Aziende private

Relazioni

8

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6

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Uomo

Donna

Amministratori

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Aziende private6

Finance

Finance

Consumer Services

Consumer Services

Consumer Services

Consumer Services

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