![Trever Helmstead](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Trever Helmstead
Gestore di Portafoglio-Azioni presso
Telemus Capital LLC
Profilo
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.
Posizioni attive di Trever Helmstead
| Società | Posizione | Inizio |
|---|---|---|
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | Gestore di Portafoglio-Azioni | 01/01/2019 |
Precedenti posizioni note di Trever Helmstead
| Società | Posizione | Fine |
|---|---|---|
Bank of Ann Arbor
 Bank of Ann Arbor Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | 01/01/2019 |
Comerica Bank (Investment Management Texas)
 Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica-IM constructs each overlay model’s asset allocation parameters and establishes the percentages for each asset class utilized in the model. They also select the individual investments that are available in each asset class. | Corporate Officer/Principal | 01/01/2016 |
Northern Trust Asset Management
 Northern Trust Asset Management Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | 01/01/2008 |
Huntington National Bank (Investment Management)
 Huntington National Bank (Investment Management) Investment ManagersFinance HNB-IM investment management approach is based on asset allocation. They manage institutional portfolios, global portfolios, domestic portfolios, tax-managed portfolios and active tax-managed portfolios. | Corporate Officer/Principal | 01/01/2007 |
Formazione di Trever Helmstead
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
16
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Comerica Bank (Investment Management Texas)
Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica-IM constructs each overlay model’s asset allocation parameters and establishes the percentages for each asset class utilized in the model. They also select the individual investments that are available in each asset class. | Finance |
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | Finance |
Huntington National Bank (Investment Management)
Huntington National Bank (Investment Management) Investment ManagersFinance HNB-IM investment management approach is based on asset allocation. They manage institutional portfolios, global portfolios, domestic portfolios, tax-managed portfolios and active tax-managed portfolios. | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of Ann Arbor
Bank of Ann Arbor Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Northern Trust Asset Management
Northern Trust Asset Management Investment ManagersFinance Provides investment management services | Finance |
