Trever Helmstead

Trever Helmstead

Portfolio Manager-Equities at Telemus Capital LLC

Finance
Consumer Services

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

CompaniesPositionStart
Portfolio Manager-Equities 2018-12-31
All active positions of Trever Helmstead

Former positions of Trever Helmstead

CompaniesPositionEnd
Corporate Officer/Principal 2018-12-31
Corporate Officer/Principal 2015-12-31
Corporate Officer/Principal 2007-12-31
Corporate Officer/Principal 2006-12-31
See the detail of Trever Helmstead's experience

Training of Trever Helmstead

University of Michigan Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

27

1st degree connections

6

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies5

Finance

Finance

Finance

Finance

Finance

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