Trever Helmstead
Portfolio Manager-Equities at Telemus Capital LLC
Profile
Mr. Trever Helmstead, CFA MBA, is a Financial Life Advisor at Telemus Capital LLC.
He helps affluent and emerging wealth families achieve their financial goals and make a smooth transition to retirement.
Mr. Helmstead was employed as a Vice President & Portfolio Manager by Bank of Ann Arbor, a Vice President & Product Manager by Comerica Bank (Investment Management Texas), an Associate Portfolio Manager by Northern Trust Asset Management, and an Investment Representative by Huntington National Bank (Investment Management).
He graduated from the University of Michigan where he received his MBA, MS in Finance, and AB in Economics.
He currently holds the Chartered Financial Analyst designation.
Trever Helmstead active positions
Companies | Position | Start |
---|---|---|
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Portfolio Manager-Equities | 2018-12-31 |
Former positions of Trever Helmstead
Companies | Position | End |
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Bank of Ann Arbor
Bank of Ann Arbor Regional BanksFinance Bank of Ann Arbor provides commercial banking services. It offers checking, savings, online and mobile banking, health savings accounts, personal loans, home loans, private banking, deposit, lending, cash management, and interest rate. The company was founded on January 16, 1996 and headquartered in Ann Arbor, MI. | Corporate Officer/Principal | 2018-12-31 |
Comerica Bank (Investment Management Texas)
Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Corporate Officer/Principal | 2015-12-31 |
Northern Trust Asset Management
Northern Trust Asset Management Investment ManagersFinance Northern Trust Asset Management engages in the provision of investment management services. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | 2007-12-31 |
Huntington National Bank (Investment Management)
Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Corporate Officer/Principal | 2006-12-31 |
Training of Trever Helmstead
University of Michigan | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Finance |
Bank of Ann Arbor
Bank of Ann Arbor Regional BanksFinance Bank of Ann Arbor provides commercial banking services. It offers checking, savings, online and mobile banking, health savings accounts, personal loans, home loans, private banking, deposit, lending, cash management, and interest rate. The company was founded on January 16, 1996 and headquartered in Ann Arbor, MI. | Finance |
Comerica Bank (Investment Management Texas)
Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Finance |
Northern Trust Asset Management
Northern Trust Asset Management Investment ManagersFinance Northern Trust Asset Management engages in the provision of investment management services. The company is headquartered in Chicago, IL. | Finance |
Huntington National Bank (Investment Management)
Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Finance |
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