Bill Umphrey

Bill Umphrey

Fundador en
Pear Tree Advisors, Inc.
.
Consumer Services
Finance

Perfil

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.

Cargos activos de Bill Umphrey

EmpresasCargoInicio
Fundador 01/01/1985
Fundador 01/01/1969

Formación de Bill Umphrey.

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Relaciones

8

Relaciones de 1er grado

6

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Empresas relacionadas

Empresas privadas6

Finance

Finance

Consumer Services

Consumer Services

Consumer Services

Consumer Services