Profile
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.
Nick Rotello active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 01/01/2009 |
Former positions of Nick Rotello
| Companies | Position | End |
|---|---|---|
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. | Chief Investment Officer | 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 |
Training of Nick Rotello
| Colorado State University | Undergraduate Degree |
| University of Denver | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
- Stock Market
- Insiders
- Nick Rotello
