Trever Helmstead, CFA
Financial Life Advisor
Trever currently works for Telemus as a Financial Life Advisor. He helps affluent Individuals, Families, and Institutions achieve their financial goals. Trever most recently worked at Bank of Ann Arbor as a Vice President and Portfolio Manager where he managed high net-worth and institutional relationships as the lead investment professional. Previously working at Comerica bank his focus was construction and management of fixed income portfolios in a sell-side role.
He is actively involved in the community with the A2Y Regional Chamber and Ann Arbor Hands on Museum. Trever 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 loves spending free time with his family (wife Kari and young son Soren) and getting on a mountain bike for a good ride.
Email Address: email@example.com