Willard Lee Umphrey

CFA

Pear Tree Advisors, INC.

55 Years of Experience

3 DisclosuresBroker

View SEC Summary

Pear Tree Advisors, INC.

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

1 client

Average Client Portfolio

$4.5B average

Assets Under Management

$4.5B

Location

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

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History

Regulatory History (3)

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Customer Dispute

September 1992

Settled

Customer Dispute

May 1991

Settled

Regulatory

July 1984

Final

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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.