WL
Willard Lee Umphrey
CRD 451556
Chartered Financial Analyst
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Pear Tree Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Pear Tree Partners, Lp
Managing Member Of The General Partner, Principal · 25% – 50% · Nov 2024
-
Pear Tree Partners, Lp
Member · 50% – 75% · Nov 2024
-
U. S. Boston Capital Corporation
Director · Less than 5% · Nov 2024
-
U. S. Boston Capital Corporation
Treasurer And Director · 75% or more · Nov 2024
-
Pear Tree Advisors, Inc.
Director And President · 50% – 75% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗