Trever Helmstead

Trever Helmstead, CFA, CFP®, is an experienced Financial Advisor currently serving as a Wealth Advisor at Kovitz, where they provide holistic financial guidance. Trever has a solid background in investment management, having held positions such as Vice President and Investment Manager at Bank of Ann Arbor and Vice President of Wealth Management at Comerica Bank. They previously worked as an Associate Portfolio Manager at Northern Trust Asset Management and a Licensed Investment Representative at Huntington Financial Advisors. Trever’s education includes ongoing studies towards multiple degrees at the University of Michigan, emphasizing Business, Finance, and Economics.