Matthew Aaron Treskovich

Nessuna posizione attualmente

45 anni

Consumer Services

Finance

Profilo

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).

Precedenti posizioni note di Matthew Aaron Treskovich

Società	Posizione	Fine
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.	Direttore degli Investimenti	01/05/2022

Vedi nel dettaglio l'esperienza di Matthew Aaron Treskovich

Formazione di Matthew Aaron Treskovich

University of Central Florida	Undergraduate Degree
University of Phoenix	Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Matthew Aaron Treskovich

Relazioni

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Aziende connesse in 1º grado

Uomo

Donna

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Società collegate

Aziende private	1
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