Profiel
Mr. Matthew A.
Treskovich is a Chief Investment Officer at Chas.
P.
Smith & Associates, PA, CPAs.
Mr. Treskovich leads the investment committee and portfolio trading team at CPS.
He also provides financial planning to individuals, businesses and non-for-profit organizations.
Prior to joining the firm, he was Chief Financial Officer at Creekmore Insurance Group for 12 years, a life and long term care insurance brokerage.
Mr. Treskovich earned his Bachelor of Science degree in Physics from the University of Central Florida and his Master’s degree in Business Administration, with an emphasis on accounting from the University of Phoenix.
Mr. Treskovich is CPA licensed in Florida and holds the AICPA’s Personal Financial Specialist (PFS) designation.
In addition to holding the PFS, he is a Certified Financial Planner and a Certified Management Accountant (CMA).
He also is certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).
Eerdere bekende functies van Matthew Aaron Treskovich
| Bedrijven | Functie | Einde |
|---|---|---|
Chas. P. Smith & Associates, PA, CPAs
 Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Chief Investment Officer | 01-05-2022 |
Opleiding van Matthew Aaron Treskovich
| University of Central Florida | Undergraduate Degree |
| University of Phoenix | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Finance |
