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Nicholas Rotello, CFA
President & Chief Investment Officer

Nicholas Rotello founded Seven Two Partners in 2009. His experience spans nearly two decades of manager due diligence across asset classes, including research on more than 10,000 investment firms worldwide. While much of his experience has been focused on alternative investments (such as hedge funds, private equity and distressed debt), Nicholas 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), Nicholas is experienced in all aspects of a client investment portfolio, tax efficiency, asset allocation, rebalancing, risk management and portfolio modeling.

Nicholas' 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 $2.5 billion dollar wealth management firm, and Chief Investment Officer of a $20 billion dollar investment consulting firm. Nicholas began his career in the United States Army in 1990 and honorably served with the 82nd Airborne Division in Operation Desert Storm.

Nicholas 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.

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Jamie Ann Medina
Analyst, Investment Research

Jamie Ann Medina joined Seven Two Partners in 2015. She is an Investment Research Analyst and focuses her time on due diligence, manager research, asset class valuations, and client reporting.

Prior to Seven Two Partners, Jamie's experience spanned a myriad of industries including accounting, interior design, and promotion management. She discovered a passion for investing through her internship at Seven Two Partners.

 

She graduated Summa Cum Laude with a B.S. in Finance from Regis University and holds a M.S. in Marketing from Regis University.

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