Meet Team Sapere

Corporate Headquarters
Matthews, NC

CIO Suite

Scott P. Trease
President & Chief Investment Officer

James M. Stevens, Jr.
Deputy Chief Investment Officer

Jack P. Scott, CFA
Deputy Chief Investment Officer

Andrew R. Harris, CAIA
Analyst

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

L. Wade Grimes
Director of Information Technology

Rebecca L. Barrett
Director of Communications

Lisa M. Trease
Director of Corporate Culture

Kelli M. Ross
Director of Charitable Giving

Operations

Kathleen M. Focht
Operations Manager

Carol J. Gamber
Executive Assistant &
Project Manager

Heather P. Davis
Operations Associate

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.

 

 

 
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