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
Matt Spear
Managing Director, Private Client Group and EVP
Sapere Wealth Management LLC
United States, North Carolina, Matthews
About Me
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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