Bradley M. Greer, CPA
Senior Client Manager
Brad serves as Senior Client Manager in Sapere’s Private Client Group and also assists in servicing the specialized financial, tax and estate planning needs of the firm’s growing clientele.
Prior to his current position, Brad was part of the Federal Tax Practice at Grant Thornton, LLP in Raleigh, NC, specializing in federal and state income tax planning and preparation for high net worth individuals.
Brad is a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and a member of both the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of CPAs (NCACPA). Additionally, he holds the NASD Series 65 Securities License. Brad attended the University of North Carolina at Chapel Hill, where he received his Master of Accounting from the Kenan-Flagler Business School, as well as a Bachelors of Art in Public Policy Analysis.
In his spare time, Brad enjoys all sorts of outdoor activities, including chasing his daughters, pick-up sports with friends, camping, bird hunting, and yard work.