Meet Team Sapere
Corporate Headquarters
Matthews, NC
CIO Suite
Scott P. Trease
Founder, President and Chief Investment Officer
James M. Stevens, Jr.
Deputy Chief Investment Officer
Jack P. Scott, CFA
Deputy Chief Investment Officer
Private Client Group
Matthew W. Spear
Managing Director, Private Client Group
Bradley M. Greer, CPA
Senior Client Manager
Corporate
Richard A. von Gnechten
Chief Financial Officer
Paul F. Borrelli
Chief Compliance Officer
Lisa M. Trease
Director of Corporate Culture
Kelli M. Ross
Director of Charitable Giving
Operations
Carol J. Gamber
Executive Assistant &
Project Manager
Branch Office
Charlottesville, VA
Carlton E. Dixon
Executive Vice President
Jeffrey H. Burton
Senior Client Manager
Kevin A. Wells, CPA
Client Manager
Polly Hopkins
Executive Assistant
There Is
Always
An Open
Chair At
The Head
Of Our
Table
For You...
An Owl's Eye View
At Sapere Headquarters
