WU
CFA

Willard Lee Umphrey

Pear Tree Advisors, INC.
55 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Pear Tree Advisors, INC.
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
1 client
Average Client Portfolio
$4.5B average
Assets Under Management
$4.5B

Advisor Information

Office location

Lincoln North, 55 Old Bedford Road, Lincoln, MA, 01773

Get directions
Regulatory History (3)
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Customer Dispute
September 1992
Settled
Customer Dispute
May 1991
Settled
Regulatory
July 1984
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
March 2002 - Present · 23 yrs 10 mos
U. S. Boston Capital Corporation Broker
June 1985 - Present · 40 yrs 7 mos
Previous Registrations
U. S. Boston Capital Corporation
January 2000 - January 2003 · 3 yrs
U. S. Boston Capital Corporation Broker
July 1970 - May 1985 · 14 yrs 10 mos
T C Horne & CO INCBroker
November 1969 - August 1973 · 3 yrs 9 mos
State Registrations11 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.