Our Firm
About Us
In 1969, our founders launched U.S. Boston Capital Corporation, an independent, privately-owned wealth management firm serving high-net-worth individuals, families and small organizations. For over 50 years, U.S. Boston has been offering strategic perspective, personalized service and sophisticated investment management to individual investors, families and small organizations.
Early on, they were confronted with an obstacle that wealth managers still face today: providing clients access to highly-specialized institutional money managers. As a solution, U.S. Boston launched a registered mutual fund family in 1985, subadvised by boutique, high-quality institutional investment firms. The Pear Tree Funds not only provides access for U.S. Boston Capital’s private client portfolios, but for all investors.
Today, the Pear Tree Funds offers six, long only equity funds. These funds as a whole offer client’s exposure to equities across the globe and span the growth to value spectrum.
Philosophy
Seek the road less traveled
Focus on niche asset classes, not heavily trafficked by larger investment firms. By targeting these asset classes, Pear Tree Advisors offers investment opportunities not easily accessed in the common marketplace.
Committed to specialization.
Partner with boutique, specialized sub-advisors that possess the investment acumen and expertise to navigate the ever-changing landscapes of global investing.
Steer clear of complexity.
Identify sub-advisors that do not overly complicate investing. Rather strictly follow straight forward, time tested principles to deliver strong results for our clients.
Timeline
Our Professionals
Executives
Willard L. Umphrey, CFA, J.D.
Principal & Founder, U.S. Boston Capital Corporation
President & Director, Pear Tree Advisors, Inc.
President & Chairman, Pear Tree Funds
Leon Okurowski
Principal & Founder, U.S. Boston Capital Corporation
Vice President & Director, Pear Tree Advisors, Inc.
Vice President & Treasurer, Pear Tree Funds
John D. McClellan, Jr.
Principal, Private Client Group
U.S. Boston Capital Corporation
Distribution Team
Matthew Bigda
Vice President, Institutional Distribution
U.S. Boston Capital Corporation
Distributor of the Pear Tree Funds
Marc Griffin, CIMA®
VP, Director; Institutional Distribution
U.S. Boston Capital Corporation
Distributor of the Pear Tree Funds
John Hartley
VP, Director; Institutional Distribution
U.S. Boston Capital Corporation
Distributor of the Pear Tree Funds
Jason Pacino, CIMA®
Assistant Vice President, Institutional Distribution
U.S. Boston Capital Corporation
Distributor of the Pear Tree Funds