Willard Umphrey is a CFA-designated registered investment advisor at Pear Tree Advisors, INC., based in Lincoln, MA, with 56 years of industry experience. Willard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $3.1B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lincoln North, 55 Old Bedford Road, Lincoln, MA, 01773
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 1992Customer Dispute
May 1991Regulatory
July 1984Other Business Activities
Willard is involved in various investment-related activities, including roles at Pear Tree Funds, Pear Tree Advisors, Pear Tree Partners Management, and U.S. Boston Asset Management Corporation. He also serves on the board of WoundChek Laboratories, is a member of the strategic investment committee of GROMA, is a strategic advisor to GROMA Fund II, and is a managing member of Railrunner Rolling Stock LLC.
Employment History
Current Registrations
Pear Tree Advisors, INC.
U. S. Boston Capital Corporation
U. S. Boston Capital CorporationBroker
Previous Registrations
U. S. Boston Capital Corporation
U. S. Boston Capital CorporationBroker
T C Horne & CO INCBroker
State Registrations9 states
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