CoverProfile

Scott Trease

Founder, President and Chief Investment Officer

Sapere Wealth Management LLC

United States, North Carolina, Matthews

About Me

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.

Profile Information

Founder, President and Chief Investment Officer

Sapere Wealth Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Matthews

North Carolina

United States

May 15, 2024

More profiles to browse

PB
Paul Borrelli
Managing Partner, Chief Operating Officer, and Chief Compliance Officer
EG
Evan Gillespie
Vice-President
CD
Carlton Dixon
Owner
Profile Photo
Matt Spear
Managing Director, Private Client Group and EVP

You Might Like

PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc