Bill Umphrey
Gründer bei Pear Tree Advisors, Inc.
Vermögen: 369 832 $ am 30.04.2024
Ursprung des Netzwerks ersten Grades von Bill Umphrey
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
US Boston Capital Corp.
 US Boston Capital Corp. Investment ManagersFinance US Boston Capital Corp. provides wealth management services. The private company is based in Lincoln, MA and has subsidiaries in the United States. The company was founded in 1969 by Leon Peter Okurowski and Willard Lee Umphrey.
6
| Private Company | Investment Managers | 6 |
Pear Tree Advisors, Inc.
 Pear Tree Advisors, Inc. Investment ManagersFinance Pear Tree Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Lincoln, Massachusetts. The firm was founded by Willard Umphrey and Leon Okurowski in 1985 as Quantitative Investment Advisors, Inc. The firm provides asset management services for high net-worth individuals and offer a suite of specialized funds managed by some of the most well-regarded institutional investment managers.
6
| Private Company | Investment Managers | 6 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bill Umphrey
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| THE CHINA FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary | |
| EATON VANCE CORP. | Investment Managers | General Counsel | |
Amundi Pioneer Asset Management USA, Inc.
 Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
| THE TAIWAN FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary | |
| METLIFE, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | General Counsel | |
Eaton Vance Distributors, Inc.
 Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Investment Banks/Brokers | General Counsel | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | General Counsel | |
Eaton Vance Diversified Emerging Markets Local Income Fund
 Eaton Vance Diversified Emerging Markets Local Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Diversified Emerging Markets Local Income Fund, Inc. is a closed-end investment fund and investment trust. Its investment objective is to provide current income and also seek capital appreciation to the extent consistent. The company was founded in December 12, 2010 and is headquartered in Boston, MA | Investment Trusts/Mutual Funds | Director/Board Member | |
Eaton Vance Inflation Linked Income Credit Trust
 Eaton Vance Inflation Linked Income Credit Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Inflation Linked Income Credit Trust is a non-diversified, closed-end management and investment company. The company's investment objective is to provide current income that adjusts with changes in the U.S. Consumer Price Index or other measures of inflation. It was founded on May 31, 2011 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
SciAps, Inc.
 SciAps, Inc. Industrial ConglomeratesProducer Manufacturing SciAps, Inc. manufactures and services portable material analysis instruments. It operates as an instrumentation company which specializes in portable, durable, field- tested instruments. The company was founded by Gary A. Lortie and Donald W. Sackett in 2012 and is headquartered in Woburn, MA. | Industrial Conglomerates | Director/Board Member | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Gefinor SA
 Gefinor SA Investment ManagersFinance Gefinor SA engages in investment holding activities. It focuses on private equity and real estate investments. The company was founded in 1960 and is headquartered in Luxembourg. | Investment Managers | Director of Finance/CFO | |
Edu.com, Inc.
 Edu.com, Inc. Catalog/Specialty DistributionRetail Trade Part of Roper Technologies, Inc., Edu.com, Inc. hosts a commerce exchange and provides marketing services to college students. The company is based in Boston, MA. The company was founded by Adam Kanner. Edu.com was acquired by Student Advantage LLC, part of Roper Technologies, Inc. from November 10, 2005 on May 10, 2001 for $1.51 million. | Catalog/Specialty Distribution | Corporate Officer/Principal | |
Gefinor Ventures Management LLC
 Gefinor Ventures Management LLC Investment ManagersFinance Gefinor Ventures Management LLC (Gefinor Ventures Mgmt) is a venture capital firm founded in 2002. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor | |
| Massachusetts Institute of Technology | College/University | Corporate Officer/Principal | |
| Bentley University | College/University | Graduate Degree | |
| Suffolk University | College/University | Graduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
The Access Group (New Jersey)
 The Access Group (New Jersey) Miscellaneous Commercial ServicesCommercial Services The Access Group provides brand marketing, healthcare communications, and strategy consulting services. The firm specializes in health care communications and strategy consulting in the pharmaceutical and biotechnology industries. The company was founded in 2010 and is headquartered in Berkeley Heights, NJ. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Michigan | College/University | Graduate Degree | |
| United States Naval Academy | College/University | Undergraduate Degree | |
| University of New Hampshire | College/University | Masters Business Admin | |
| New England School of Law | College/University | Graduate Degree | |
| Bryant University | College/University | Undergraduate Degree | |
Wainwright Investment Counsel LLC
 Wainwright Investment Counsel LLC Investment ManagersFinance Wainwright Investment Counsel LLC engages in the provision of investment consulting services. It is primary focus is to provide its clients with independent and objective investment counsel. The company was founded by Eric Bertonazzi in 1999 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
| Eaton Vance, Inc. | General Counsel | ||
| Boston University School of Law | College/University | Graduate Degree | |
Palladium Group, Inc.
 Palladium Group, Inc. Miscellaneous Commercial ServicesCommercial Services Palladium Group, Inc. provides strategy execution and corporate performance management services. The firm offers international development, strategy execution consulting, impact investment and training and events. The company was founded by David P. Norton and Robert S. Kaplan in 1998 and is headquartered in Lincoln, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Stanford Graduate School of Business | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 42 |
| Luxemburg | 2 |
| Italien | 2 |
Sektoral
| Finance | 16 |
| Consumer Services | 14 |
| Miscellaneous | 8 |
| Commercial Services | 4 |
| Health Technology | 2 |
Operativ
| Corporate Officer/Principal | 19 |
| Director/Board Member | 15 |
| General Counsel | 10 |
| Corporate Secretary | 8 |
| President | 7 |
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