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Trever Helmstead
Portefeuillebeheerder-Aandelen bij Telemus Capital LLC
Oorsprong van het eerstegraads netwerk van Trever Helmstead
Entiteit | Type entiteit | Industrie | |
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Telemus Capital LLC
![]() Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions.
11
| Subsidiary | Investment Managers | 11 |
Huntington National Bank (Investment Management)
![]() Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets.
7
| Operating Division | Investment Managers | 7 |
Comerica Bank (Investment Management Texas)
![]() Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate.
6
| Operating Division | Investment Managers | 6 |
Northern Trust Asset Management
![]() Northern Trust Asset Management Investment ManagersFinance Northern Trust Asset Management engages in the provision of investment management services. The company is headquartered in Chicago, IL.
3
| Private Company | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Trever Helmstead via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Mesirow Financial Investment Management, Inc.
![]() Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
ICON Advisers, Inc.
![]() ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Investment Managers | Analyst-Equity | |
Rothschild & Co. Asset Management US, Inc.
![]() Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC, ultimately owned by Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides bespoke investment solutions and advisory services to institutional clients, financial intermediaries, and third-party distributors. | Investment Managers | Corporate Officer/Principal | |
Dearborn Partners LLC
![]() Dearborn Partners LLC Investment ManagersFinance Dearborn Partners LLC (Dearborn) is an independent, privately held boutique investment management firm headquartered in Chicago, Illinois. The firm was founded in 1997 by Jerome Hickey. The firm provides investment management services to investment advisors, high net-worth families, and institutional investor. | Investment Managers | Portfolio Manager-Equities | |
Archive Systems, Inc.
![]() Archive Systems, Inc. Miscellaneous Commercial ServicesCommercial Services Archive Systems, Inc. engages in the provision of document management services. The company was founded by Rick Kushel and Andrew Koval in 1991 and is headquartered in Fairfield, NJ. | Miscellaneous Commercial Services | Director/Board Member | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Wayne State University (Michigan) | College/University | Undergraduate Degree Masters Business Admin | |
Central Michigan University | College/University | Undergraduate Degree Undergraduate Degree | |
Kent State University (Ohio) | College/University | Director/Board Member Masters Business Admin | |
Michigan State University | College/University | Undergraduate Degree | |
Hinshaw & Culbertson LLP
![]() Hinshaw & Culbertson LLP Miscellaneous Commercial ServicesCommercial Services Hinshaw & Culbertson LLP provides legal services. It offers commercial litigation, construction services, consumer financial services, insurance and reinsurance services, personal injury and property damage defense litigation, real estate and lending, and white collar defense and internal investigations. The company was founded in 1934 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree | |
Jewish Federation of Metropolitan Chicago | Corporate Officer/Principal | ||
University of Toledo (Ohio) | College/University | Graduate Degree | |
Youngstown State University | College/University | Undergraduate Degree | |
University of California, Santa Cruz | College/University | Undergraduate Degree | |
Barbara Ann Karmanos Cancer Institute
![]() Barbara Ann Karmanos Cancer Institute Hospital/Nursing ManagementHealth Services Barbara Ann Karmanos Cancer Institute provides health care services for cancer patients. It also provides integrated center of research, patient care and education, dedicated to the prevention, early detection, treatment and eventual eradication of cancer. The company was founded in 1943 and is headquartered in Detroit, MI. | Hospital/Nursing Management | Director/Board Member | |
Innovate Capital Partners LLC
![]() Innovate Capital Partners LLC Investment ManagersFinance Innovate Capital Partners LLC (Innovate Capital Partner) is a venture capital firm founded in 2022. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Consultant / Advisor | |
V12 Group, Inc.
![]() V12 Group, Inc. Advertising/Marketing ServicesCommercial Services V12 Group, Inc. provides digital marketing technology and data. It offers launchpad marketing cloud is a collection of online and offline marketing solutions designed to manage existing customer relationships and identify new customers by granting users access to the V12 group data cloud. The company also offers managed, data enhancement and data licensing services. V12 Group was founded by Paul C. Chachko in 2002 and is headquartered in Matawan, NJ. | Advertising/Marketing Services | Director/Board Member | |
Cellucap Manufacturing Co.
![]() Cellucap Manufacturing Co. Apparel/Footwear RetailRetail Trade Cellucap Manufacturing Co. manufactures disposable protective apparel for the safety, industrial, food processing, healthcare, and food service industries. It offers foodservice products such as aprons, arm guards, beard restraints, bibs, bouffant caps, chef hats, covers, gloves, and hairnets. The firm offers safety products such as jackets, lab coats, masks, shirts and pants, shoe and boot covers, slippers, smocks and gowns, surgeon caps, and vests. The company was founded by Gilbert B. Wagenfeld in 1954 and is headquartered in Philadelphia, PA. | Apparel/Footwear Retail | Director/Board Member | |
Climax Manufacturing Co.
![]() Climax Manufacturing Co. Containers/PackagingProcess Industries Climax Manufacturing Co. manufactures folding cartons and recycled paperboard products. Its packaging products include custom retail, stock retail, custom supermarket, stock bakery/deli, food, general folding cartons, seafood & meat, print/copy shop and promotional flyers and the company's paperboard products include graphic arts board, cap closure board, chip boards, single whites, double whites, colors and custom specifications. The company was founded by Samuel L. Hirschey in 1902 and is headquartered in Lowville, NY. | Containers/Packaging | Director/Board Member | |
Eastern Wholesale Fence Co., Inc.
![]() Eastern Wholesale Fence Co., Inc. Building ProductsProducer Manufacturing Eastern Wholesale Fence Co., Inc. engages in the manufacture and distribution of residential and commercial fence products. Its products include Illusions Vinyl fencing, Eastern White Cedar brand wood fencing, Eastern Ornamental fence, steel ornamental fence products, Chain Link fencing, Illusions Vinyl railing system, and EverStrong profiles. The company was founded in 1971 and is headquartered in Medford, NY. | Building Products | Director/Board Member | |
FlagZone LLC
![]() FlagZone LLC Home FurnishingsConsumer Durables FlagZone LLC manufactures U.S. flags of all sizes. It also offer state flags, foreign flags, marine flags, message and decorative flags and banners and a wide assortment of flagpoles and other flag-related products. It distributes its products through Independent specialty flag retailers, mass market retailers and valued distributors throughout the United States. The company was founded in January 2000 and is headquartered in Gilbertsville, PA. | Home Furnishings | Director/Board Member | |
Transcend United Technologies LLC
![]() Transcend United Technologies LLC Information Technology ServicesTechnology Services Transcend United Technologies provides information technology systems integration and managed services. It offers unified communications, network and data center infrastructure, wireless and mobility, backup, recovery and availability. The company was founded in 2007 and is headquartered in Wayne, PA. | Information Technology Services | Director/Board Member | |
Media Market Group LLC
![]() Media Market Group LLC Internet Software/ServicesTechnology Services Media Market Group LLC was a Los Angeles-based media holding company with assets in online marketing and media, with large footprint in the travel vertical and core strengths in interactive design, development, marketing and e-Commerce solutions across both B2B and B2C markets. Media Market Group's portfolio includeed HotelReservations.com, Hotels-and- discounts.com, HotelPlex.com, RoomStop.com, BookYourHotels.com, MyHotelSaver.com GreatCruises.com, PaulGauin.GreatCruises.com, Ponant.GreatCruises.com, Orion.GreatCruises.com, FlightsEverywhere.com, CheapRentalCarz.com and GreyhoundInteractive.com among others. The company was founded in 2007 by Ravi R. Rao and was headquartered in Los Angeles, CA. | Internet Software/Services | Director/Board Member | |
OTELCO INC. | Specialty Telecommunications | Director/Board Member | |
SolomonEdwardsGroup LLC
![]() SolomonEdwardsGroup LLC Miscellaneous Commercial ServicesCommercial Services SolomonEdwardsGroup LLC engages in the provision of accounting services. It offers business transformation, communications, project, program and portfolio management which includes governance, management, financial management, infrastructure support, planning and communications. change management, business process re-design and improvement that includes business state analysis, strategy development and new process design. The company was founded by Edward Baumstein in 1999 and is headquartered in Wayne, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Spiro Health, Inc.
![]() Spiro Health, Inc. Hospital/Nursing ManagementHealth Services Spiro Health, Inc. provides post acute care and home medical equipment. It offers ventilation, oxygen, and bracing. The company was founded in 2020 and is headquartered in Sandwich, MA. | Hospital/Nursing Management | Director/Board Member | |
MW Components
![]() MW Components Metal FabricationProducer Manufacturing Part of MW Industries, Inc., MW Components engages in the design, manufacturing and distribution of engineered metal parts and components. The company is based in Easton, PA. MW Components was acquired by MW Industries, Inc. on April 15, 2019. The company was founded in 1973. The CEO is Keith Weidman. | Metal Fabrication | Director/Board Member | |
Hercules Capital
![]() Hercules Capital Investment ManagersFinance Hercules Capital is a venture capital firm founded in 2003 by Scott Harvey, Manuel Henriquez, and Roy Liu. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor | |
Lewis University | College/University | Undergraduate Degree | |
Centauri Therapeutics Ltd.
![]() Centauri Therapeutics Ltd. Pharmaceuticals: MajorHealth Technology Centauri Therapeutics Ltd. engages in manufacturing processing drugs in pharmaceutical preparations for life threatening diseases. The firm focuses on on the discovery and development of novel molecules targeting life threatening diseases. The company was founded by Mike Westby and Stuart Lawson and is headquartered in Sandwich, the United Kingdom. | Pharmaceuticals: Major | Director/Board Member | |
NCL Technology Ventures Ltd.
![]() NCL Technology Ventures Ltd. Investment ManagersFinance NCL Technology Ventures Ltd. (NCL Technology Ventures) is an venture capital firm founded in 2010 by Jerry Biggs. The firm is headquartered in London, United Kingdom. | Investment Managers | Chief Executive Officer |
Statistieken
Internationaal
Verenigde Staten | 45 |
Verenigd Koninkrijk | 3 |
Sectoraal
Finance | 15 |
Consumer Services | 11 |
Commercial Services | 5 |
Producer Manufacturing | 4 |
Health Services | 3 |
Operationeel
Director/Board Member | 71 |
Corporate Officer/Principal | 39 |
Undergraduate Degree | 21 |
President | 20 |
Portfolio Manager-Equities | 15 |
Sterkste connecties
Insiders | |
---|---|
Steven Hobman | 39 |
Mark Klein | 16 |
Curtis Farmer | 15 |
Lyle Wolberg | 11 |
Diana Joseph | 9 |
Daniel E. Klimas | 9 |
James H. Nicholson | 9 |
Vivian Hairston | 8 |
David Post | 7 |
Jerry Biggs | 7 |
Randy G. Stickler | 7 |
LIZ DiGREGORIO | 5 |
Mark Daniel Hines | 5 |
Bob Stone | 5 |
Bill Gough | 5 |
- Beurs
- Insiders
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- Bedrijfsconnecties