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Posizioni attive di Nick Rotello
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Direttore degli Investimenti | 01/01/2009 | - |
Fondatore | 01/01/2009 | - | |
Presidente | 01/01/2009 | - |
Storia della carriera di Nick Rotello
Precedenti posizioni note di Nick Rotello
Società | Posizione | Inizio | 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. | Analyst-Equity | 01/10/2016 | 01/06/2018 |
Direttore degli Investimenti | 01/10/2016 | 01/06/2018 | |
Membro del Comitato di Investimento | 01/10/2016 | 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 | 01/04/2001 | 01/09/2009 |
Formazione di Nick Rotello
Colorado State University | Undergraduate Degree |
University of Denver | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Chief Investment Officer | 2 |
Founder | 1 |
President | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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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 |
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 |
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 |
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