Matthew Felten

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Matthew Felten

Senior Investment Consultant

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  • Overview

    Matt is a senior investment consultant at CBIZ Retirement Plan Services. Through macroeconomic research efforts, Matt supports the investment team by providing data-driven analyses to shape investment strategies. He implements our proprietary investment due diligence and reporting process to monitor investment options. Matt provides analytical support related to investment selection and investment monitoring. In support of facilitating the role of a trusted advisor, he provides advisory services to our clients.

    Matt enjoys spending time with his family, traveling and attending sporting events. He is also a member of the Sports Car Club of America.

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