PEAR TREE ADVISORS, INC. of LINCOLN, MA is an SEC-registered investment adviser (CRD 104576). Regulatory assets under management: $3.1B.
Compensation: % of AUM.
Clients served: Charities.
| Name | Role | Location |
|---|---|---|
| Leon Okurowski | DIRECTOR, VICE PRESIDENT, TREASURER AND CLERK | Lincoln, MA |
| Willard Lee Umphrey | DIRECTOR | — |
| Anne Marie Umphrey | OWNER | — |
| Lawrie Wells Okurowski | OWNER | — |
| Deborah Anne Kessinger | CHIEF COMPLIANCE OFFICER | — |
| Marc Lawrence Griffin | PRESIDENT | — |
| MARIUS FREDERICK STEWART | PRESIDENT | — |
| UMPHREY WILLARD LEE | DIRECTOR; DIRECTOR AND PRESIDENT | — |
| OKUROWSKI LEON | DIRECTOR, VICE PRESIDENT, AND CLERK; DIRECTOR, VICE PRESIDENT, TREASURER AND CLERK; VICE PRESIDENT, TREASURER AND CLERK | — |
| WATSON ELIZABETH ANN | VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND GENERAL COUNSEL | — |
| UMPHREY ANNE MARIE | OWNER | — |
| OKUROWSKI LAWRIE W | OWNER | — |
| KESSINGER DEBORAH ANNE | CHIEF COMPLIANCE OFFICER | — |
| DOUGHERTY JENNIFER DOWLING | CHIEF FINANCIAL OFFICER/TREASURER; VICE PRESIDENT | — |
| OKUROWSKI LAWRIE WELLS | OWNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |