Trever Helmstead, CFA, CFP®

Trever currently works as a Wealth Advisor whose clients maintain Midwest roots. He helps affluent and emerging wealth families achieve their financial goals and make a smooth transition to retirement. As a trusted advisor for firm’s most complex ultra net worth families he finds work highly fulfilling leveraging his 20+ years of financial services experience.

Prior to his role as a trusted family advisor, Trever 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 dual degree MBA/MS in Finance and BA in Economics. He currently holds the Chartered Financial Analyst designation and is a CFP® professional.

Trever appreciates spending free time with his young family in the great outdoors. When he’s not plotting family adventures he enjoys coaching kids’ hockey and mountain biking.

Click here for designation requirements.