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Willard L. Umphrey, JD, CFA
Mr. Umphrey is the Chairman and co-founder of the Pear Tree Funds, the President of Pear Tree Advisors, Inc., and the Chairman of U.S. Boston Capital Corporation. Mr. Umphrey founded U.S. Boston’s predecessor in 1969 and has over forty years of experience in the finance and investment management business.
Mr. Umphrey provides overall management and direction for U.S. Boston and its affiliates. He actively participates in the management of the Pear Tree family of mutual funds. Mr. Umphrey also retains a wealth management practice with existing clients and their families.
Mr. Umphrey obtained his JD from Harvard Law School, an LLM in taxation from Boston University School of Law, a Masters in Personnel Administration from George Washington University, and a BS with distinction from the United States Naval Academy in Annapolis, Maryland. He has held the Chartered Financial Analyst (CFA) designation since 1992 and is a member of the CFA Institute and the Boston Security Analysts Society. Mr. Umphrey holds his Series 7, 27, 63, 65 and 24 licenses, as well as Massachusetts real estate and insurance broker licenses. He has held a law license in the past.
Prior to founding U.S. Boston, Mr. Umphrey served in the United States Navy as a nuclear submarine officer.
Mr. Umphrey loves to solve problems for businesses and his individual clients. He has been an active member of Vistage Group 140 – a leadership organization of chief executives – for over twenty years. Mr. Umphrey served for several years on the board of Selfcare, Inc, a public company (subsequently known as Inverness Medical and Alere), as well as Atlantic Bank and Trust Company. He currently serves on the Board of Visitors for the Fenn School in Concord, Massachusetts.
When not working on business matters, Mr. Umphrey takes on personal challenges of all sorts. He has run multiple marathons, sailed at a national competitive level, and tackled many of the world’s most challenging mountains as a skier and snowboarder. His uncooperative knees have forced him to take up biking, cross country skiing, and golf. Mr. Umphrey enjoys adventure travel and has spent significant time with his family in Australia. He spends much of his free time with his wife, Anne, and his two daughters, two sons and one grandson.
Mr. Umphrey lives in Concord, Massachusetts and Biddeford Pool, Maine where he retreats for much of each summer. He is known in Biddeford Pool for his pet chickens and riding his unicycle in the annual Fourth of July parade.