Paul F. Borrelli
Chief Compliance Officer
Paul serves as Chief Compliance Officer (CCO) and is responsible for corporate risk and regulatory compliance for Sapere Wealth Management and our related affiliates. In addition to his vital CCO role, Paul jointly serves as Chief Operating Officer where he leverages his industry experience by providing counsel for operational, fund administration and corporate matters.
With over 33 years of experience, Paul has served in various executive roles including Managing Partner, Chief Operating Officer, and Chief Compliance Officer. Prior to joining Sapere, Paul was Managing Partner for Tatum, the nation’s largest outsourced provider of executive services. He was responsible for providing strategic leadership, including the recruitment and training of executive level professionals for contract deployment, market development and engagement quality assurance. Before that he served as Chief Operating Officer and Senior Vice President for Wells Fargo, where he was responsible for and directed the activities of 2,000+ employees and over $100 billion in mutual fund, private investment fund, and trust assets. Prior to that, Paul served as COO, CCO and Investment Officer for two independent, privately-held registered investment advisors, Calvert & Emerging Markets Management, each totaling over $8 billion in assets under management.
Paul earned a B.S. in Economics from Clemson University where he was a four-year varsity letterman in wrestling. He and his wife, Paula, have seven children—Jacob, Aaron, David, Joseph, Nathan, AnnaRose, and Lena. Paul enjoys spending time with his family, sporting events, reading and playing guitar.