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Our principals are creative, strategic thinkers with a wealth of their own life experiences and an aptitude for listening and learning. They are not narrow technicians or “trainees.” Each principal in our Private Client Group has significant knowledge and many years of experience in financial and business matters, as well as a demonstrated ability to apply judgment, creativity and wisdom to our clients’ personal, professional, and business affairs. All principals have advanced degrees and certifications in business, finance and/or law which are merely the by-product of the curiosity, intellect, and energy that keeps them engaged in and committed to lifelong learning.
Our client service and support team are an integral part of the U.S. Boston client experience. They support our principals and clients with their extraordinary skills, strong work ethic, attention to detail, and warm and caring manner. We consciously build our support team with the breadth of skills, depth of talent, and longevity of tenure to support and execute the individualized services we provide our clients.
Principals
|
Willard L. Umphrey, JD, CFA
Chairman and co-founder of the Pear Tree Funds President of Pear Tree Advisors, Inc Chairman of U.S. Boston Capital Corporation |
|
Leon Okurowski, MBA
Vice President of Pear Tree Advisors Co-founder and Vice-President of the Pear Tree Funds |
|
John D. McClellan, Jr.
Principal, Private Client Group, U.S. Boston Capital Corporation |
Private Client Service Team
Institutional Sales Team
|
Matthew Bigda
Vice President, Institutional Distribution U.S. Boston Capital Corporation, Distributor of the Pear Tree Funds |
|
Marc Griffin, CIMA®
Director of Institutional Distribution |
|
John Hartley, CFP®
Director of Institutional Distribution |
|
Jason Pacino
Assistant Vice President, Institutional Distribution U.S. Boston Capital Corporation, Distributor of the Pear Tree Funds |
Operations & Administration
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Neftali Fernandez
Accountant |
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Peggy Castignetti
Director, Transfer Agent for the Pear Tree Funds |
|
Diane Hunt
Controller, Pear Tree Advisors and U.S. Boston Corporation FINOP, Financial Principal for U.S. Boston Capital Corporation Assistant Treasurer, Pear Tree Funds |
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Deborah Kessinger
Chief Compliance Officer for U.S. Boston Capital, Pear Tree Funds, and Pear Tree Advisors, Inc. President, U.S. Boston Capital Corp. |
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David LaPrade
Associate, Transfer Agent for the Pear Tree Funds |
|
James Metcalf
Associate, Transfer Agent for the Pear Tree Funds |
|
Scott Neville
Senior Accountant |