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Nick Rotello active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Investment Officer | 01/01/2009 | - |
Founder | 01/01/2009 | - | |
President | 01/01/2009 | - |
Career history of Nick Rotello
Former positions of Nick Rotello
Companies | Position | Start | 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. | Analyst-Equity | 01/10/2016 | 01/06/2018 |
Chief Investment Officer | 01/10/2016 | 01/06/2018 | |
Investment Committee Member | 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 |
Training of Nick Rotello
Colorado State University | Undergraduate Degree |
University of Denver | Graduate Degree |
Statistics
International
United States | 6 |
Operational
Chief Investment Officer | 2 |
Founder | 1 |
President | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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