Employees

Matthew Treskovich | CPA/PFS, CITP, CMA, CFP®, AEP®, MBA, CLU, ChFC, FLMI

Chief Investment Officer

As the Chief Investment Officer, Matt Treskovich leads both the CPS Investment Committee and portfolio trading team. Through his leadership, the CPS Team is able to help individuals, businesses, and non-profit organizations create financial plans and invest wisely to meet their unique goals.

Matt is a Certified Public Accountant licensed in Florida. During the past 20 years in financial services, he’s accumulated an “alphabet soup” of professional credentials including Personal Financial Specialist, Certified Information Technology Professional, Certified Financial Planner, Accredited Estate Planner, Certified Management Accountant, Charted Financial Consultant, Chartered Life Underwriter, and Fellow of the Life Management Institute.

He has received award from the American Institute of CPAs for his professional achievements in financial planning and information management and technology assurance. The Institute of Management Accountants recognized Matt with a Certificate of Distinguished Performance for having a CMA exam score in the top ten worldwide.

Matt started his academic career at the University of Central Florida. Go Knights, Charge On! At UCF, he studied Physics, with a specialization in optics and lasers. From there he went on to earn an MBA at the University of Phoenix and pursue a career in business. Along the way he has learned how to write code in half a dozen languages, rebuild car engines, and is one of the few CPAs who is also a licensed commercial truck driver.

Matt is a prolific writer and a voracious reader. He has a weekly column published in The Lakeland Ledger and a monthly column in The Underwriter’s Insider magazine. He frequently writes and speaks on a wide variety of financial topics.

Giving back to the profession and the community is important to Matt. He is a member of the Florida Institute of Certified Public Accountants, and currently serves as the volunteer Chair of the FICPA’s investment committee.

When he’s not watching the markets, Matt enjoys coaching baseball, teaching Boy Scouts, and driving the CPS Fire Truck.