Scott P. Trease
Founder, President and Chief Investment Officer
Scott Trease is the Founder, President and Chief Investment Officer of Sapere Wealth Management which was founded in 2002. Prior to forming Sapere, Mr. Trease spent many years affiliated with the Frank Russell Company. His career path also includes stints at a venture capital funded firm serving professional athletes and major college coaches, a large NYSE-listed national tax-shelter syndicator, and an internationally-registered investment advisor.
While affiliated with Russell, Mr. Trease focused his expertise in ERISA, Department of Labor and UMIFA/UPIA-related investing for large family offices and institutions while teaching continuing education to North Carolina attorneys and CPAs. Mr. Trease also served as a key member of Russell’s Defined Contribution Practice Group where he provided direction and oversight during their Defined Benefit to Defined Contribution Plan conversion. In this role, he spearheaded the development of the first U.S. multi-asset, multi-style, multi-manager mutual funds exclusively designed for use in the 401(k)/403(b) market, a suite of funds that soon grew to dominate Russell’s top-line global revenues.
Russell subsequently honored Mr. Trease by naming Sapere their Premier Russell Advisor for the entire Eastern U.S. in 2004, recognizing the firm as one of only four Russell Advisors to have made a significant and lasting impact toward the success of the Russell Advisor program in the U.S.
Mr. Treases’ latest accomplishments include the development of a visionary series of next-generation investment products that utilize a portable alpha-based methodology for which Mr. Trease has been awarded two U.S. patents that serve as the foundation for one of Sapere’s proprietary investment vehicles – The Sapere Revelation Series Funds. In addition to developing these patent-based investment vehicles, Sapere is an absolute return-oriented outsourced-CIO firm with robust capabilities in the area of private investments, including Reg. D and Reg. S structured note-type offerings, and private equity co-investments, including fund-raising and financing for large development projects.
Mr. Trease is a graduate of the University of Iowa where he received his Bachelor of Business Administration in Finance while playing varsity baseball. Mr. Trease’s outside activities have included serving as an elder in his church, serving on numerous charitable and political Boards, as well as having served a four-year term on PIMCO’s RIA Advisory Board immediately following the Lehman Crisis.