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 | 2008-12-31 | - |
| Founder | 2008-12-31 | - | |
| President | 2008-12-31 | - |
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 | 2016-09-30 | 2018-05-31 |
| Chief Investment Officer | 2016-09-30 | 2018-05-31 | |
| Investment Committee Member | 2016-09-30 | 2018-05-31 | |
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 | 2001-03-31 | 2009-08-31 |
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 |
|---|---|
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 |
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