Trever Helmstead, CFA, CFP®

Trever currently works for Telemus as a Financial Life Advisor. He helps affluent and emerging wealth families achieve their financial goals and make a smooth transition to retirement. 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 serving on the Junior Achievement of SE Michigan RAAB Board. Volunteering to inspire young people gain the skills they need to own their economic success, plan for their future, and succeed in the global economy. 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 and is a CFP® professional. Trever loves spending his free time with his family and getting outside for a spirited bike ride.

Click here for designation requirements.