Matthew W. Spear
Managing Director, Private Client Group

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 as an internal auditor for GE’s Aerospace Division in New York.

 

Matt earned his Bachelor of Business Administration in Finance at Stetson University, where he was a Wheat Scholar and a member of the Division I golf team. Matt also attended graduate school at Clemson University, earning a Master of Business Administration with a concentration in Finance.

 

Matt and his wife, Meg, live in Weddington, NC with their children—Hannah, Benjamin, Nathan, Timothy, Elizabeth, Daniel and David. Matt enjoys serving at their church, Ballantyne Presbyterian Church, being active in Boy Scouts, and coaching the high school golf team at Arborbrook Christian Academy.

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