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Matt Spear

Managing Director, Private Client Group and EVP

Sapere Wealth Management LLC

United States, North Carolina, Matthews

About Me

Matt manages Sapere’s Private Client Group in the areas of financial, tax and estate planning. Additionally, he jointly serves as Chief Operating Officer. Prior to his current position, Matt spent several years in various roles at Ronald Blue & Co. (RB&Co.), most recently serving the Sapere client base. In the course of heading up RB&Co.’s Financial Planning Software Department, Matt had oversight of their enterprise software. He also co-founded the firm’s Estate Planning Department. Prior to RB&Co., Matt held various management roles in Bank of America’s corporate tax and accounting divisions, handled taxation and audit responsibilities for a regional CPA firm, and served

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Profile Information

Managing Director, Private Client Group and EVP

Sapere Wealth Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Matthews

North Carolina

United States

Aug 16, 2025

Work Experience

American Bankers Association

CFP® practitioner, Certified Trust and Fiduciary Advisor (CTFA) Present
Email: matt.spear@sapere.com

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