Trever Helmstead, CFA
Financial Life Advisor
Trever currently works for Telemus as a Financial Life Advisor. He helps affluent and emerging individuals and families achieve their financial goals. Trever most recently worked in 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 managing fixed income portfolios in a sell-side role.
He is actively involved in the community with the Greater Royal Oak and A2Y Regional Chambers. He serves on the Junior Achievement of SE Michigan RAAB Board and is involved with the Detroit Economic Club YL Program. 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 his free time with his family and getting outside for a spirited bike ride.
Email Address: firstname.lastname@example.org