Telemus Welcomes New Financial Life Advisor, Trever Helmstead
Southfield-based Telemus, an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions for high net worth and ultra high net worth individuals and institutional investors, is pleased to welcome Trever Helmstead to our experienced team of financial life advisors. He joined the team in mid-June.
Helmstead, who previously served as Vice President and Portfolio Manager for Bank of Ann Arbor, brings more than a decade of expertise in banking and fixed income trading to the Telemus team. He also had the chartered financial analyst designation (CFA), a global designation that measures and certifies the aptitude and integrity of financial analysts. Helmstead will assist clients by providing strategy, financial guidance and a holistic planning approach.
“We’re excited to welcome Trever to the Telemus team,” said Gary Ran, Telemus Chairman/CEO, Senior Financial Life Advisor, and founding partner. “His investment expertise and, in particular, his fixed income knowledge is a welcome addition to our already robust investment team. In addition, his experience working with affluent individuals and families helping them reach their financial goals, dovetails well with our financial life management approach.”
Helmstead is a graduate of the University of Michigan where he received his Master of Business Administration in finance and a bachelor’s degree in economics. He is a native of Oakland County.
“Being a financial person, every day is a new story and every client is unique,” Helmstead says. “I have a track record of building trust and helping people to achieve their financial goals. That’s my passion. I’m excited to join the Telemus team and to work in such a forward-thinking environment.”
Founded in 2005, Telemus has offices in Southfield, Ann Arbor, Chicago and Los Angeles, and manages approximately 4,000 accounts with $2.8 billion in assets. Learn more at telemus.com.
Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.
