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

Andrew R. Harris, CAIA

Private Client Group

Matthew W. Spear
Managing Director, Private Client Group

Bradley M. Greer, CPA
Senior Client Manager


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


Kathleen M. Focht
Operations Manager

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
An Open
Chair At
The Head
Of Our
For You...


      An Owl's Eye View
      At Sapere Headquarters




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