Nicholas Rotello founded Seven Two Partners in 2009. His experience spans more than a decade of manager due diligence across asset classes, including research on more than 5,000 investment firms worldwide. While much of his experience has been focused on alternative investments (such as hedge funds, private equity and distressed debt), Mr. Rotello has also spent considerable time researching traditional investments including U.S., non-U.S., and emerging market equities and fixed income. In addition to manager due diligence (search, selection, monitoring), Mr. Rotello is experienced in all aspects of a client investment portfolio, tax efficiency, asset allocation, rebalancing, risk management and portfolio modeling.
Mr. Rotello’ s prior investment experience includes option trading, TIAA-CREF, analyst at a small hedge fund, analyst at a $60 billion dollar investment consulting firm, Director of Investment Consulting at a $2 billion dollar wealth management firm, and Chief Investment Officer of a $20 billion dollar investment consulting firm. Mr. Rotello began his career in the United States Army in 1990 and honorably served with the 82nd Airborne Division in Operation Desert Storm.
Mr. Rotello earned his B.S. in Business at Colorado State University, and a M.S. in Finance from the University of Denver. He is also a Chartered Financial Analyst (CFA) charter holder.