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

Companies	Position	Start
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.	Portfolio Manager-Equities	01/01/2019

All active positions of Trever Helmstead

Former positions of Trever Helmstead

Companies	Position	End
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

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Linked companies

Private companies	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