Profilo
Nicholas Joseph Rotello has founded Seven Two Partners LLC in 2009, where he currently holds the title of President & Chief Investment Officer.
He was previously the Director of Investment Consulting at Crestone Capital LLC from 2001 to 2009 and the Chief Investment Officer at Innovest Portfolio Solutions LLC from 2016 to 2018.
Mr. Rotello has an undergraduate degree from Colorado State University and a graduate degree from the University of Denver.
Posizioni attive di Nick Rotello
| Società | Posizione | Inizio |
|---|---|---|
Seven Two Partners LLC
 Seven Two Partners LLC Investment ManagersFinance Seven Two Partners LLC provides investment services. The company was founded by Nicholas Rotello and is headquartered in Centennial, CO. | Fondatore | 01/01/2009 |
Precedenti posizioni note di Nick Rotello
| Società | Posizione | Fine |
|---|---|---|
Innovest Portfolio Solutions LLC
 Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | Direttore degli Investimenti | 01/06/2018 |
Crestone Capital LLC
 Crestone Capital LLC Investment ManagersFinance Founded in 2000, Crestone Capital Advisors LLC is an investment advisor located in Boulder, Colorado. The firm provides specialized wealth management services to ultra-high net-worth clients. | Corporate Officer/Principal | 01/09/2009 |
Formazione di Nick Rotello
| Colorado State University | Undergraduate Degree |
| University of Denver | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | Finance |
Seven Two Partners LLC
Seven Two Partners LLC Investment ManagersFinance Seven Two Partners LLC provides investment services. The company was founded by Nicholas Rotello and is headquartered in Centennial, CO. | Finance |
Crestone Capital LLC
Crestone Capital LLC Investment ManagersFinance Founded in 2000, Crestone Capital Advisors LLC is an investment advisor located in Boulder, Colorado. The firm provides specialized wealth management services to ultra-high net-worth clients. | Finance |
- Borsa valori
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- Nick Rotello
