![Bill Umphrey](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Bill Umphrey
Oprichter bij Pear Tree Advisors, Inc.
Vermogen: 369 832 $ op 30-04-2024
Profiel
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.
Mr. Umphrey 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 with distinction from the United States Naval Academy in Annapolis, Maryland.
He has held the Chartered Financial Analyst (CFA) designation since 1992 and is a member of the CFA Institute and the Boston Security Analysts Society.
Mr. Umphrey holds his Series 7, 27, 63, 65 and 24 licenses, as well as Massachusetts real estate and insurance broker licenses.
He has held a law license in the past.
Bekende belangen in openbare bedrijven
Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
---|---|---|---|---|
LUMIRADX LIMITED
8.51% | 22-12-2023 | 13 128 350 ( 8.51% ) | 262 567 $ | 30-04-2024 |
LUMIRADX LIMITED
2.59% | 28-12-2023 | 5 363 256 ( 2.59% ) | 107 265 $ | 30-04-2024 |
Actieve functies van Bill Umphrey
Bedrijven | Functie | Begin |
---|---|---|
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. | Oprichter | 01-01-1985 |
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. | Oprichter | 01-01-1969 |
Opleiding van 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 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 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 |