Trever Helmstead
Gestore di Portafoglio-Azioni presso Telemus Capital LLC
Posizioni attive di Trever Helmstead
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/2019 | - |
Storia della carriera di Trever Helmstead
Precedenti posizioni note di Trever Helmstead
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | 01/01/2016 | 01/01/2019 |
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 | 01/01/2008 | 01/01/2016 |
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 | 01/01/2007 | 01/01/2008 |
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 | 01/01/2003 | 01/01/2007 |
Formazione di Trever Helmstead
University of Michigan | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
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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