Team

Nicholas Rotello, CFA - President

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 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 $2.5 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.

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 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 $2.5 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.

Etan Weiss - Senior Analyst

Etan Weiss joined Seven Two Partners in 2020 as a Senior Analyst, and is responsible for sourcing and diligence of new investment opportunities across asset classes globally, as well as ongoing monitoring of existing client investments.

Prior to joining Seven Two Partners, Etan worked for five years at a $2.5 billion Boulder-based multi-family office. Prior to that, Etan completed several internships with Blue Ridge Capital, a now defunct NY-based $10 billion long/short equity hedge fund. Etan earned his Bachelor of Arts in sociology from Hamilton College, where he also served as an Executive Board Member for the Hamilton College Investment Club.

Etan volunteers for Attention Homes on a weekly basis, and was honored as Attention Homes’ 2017 Chase House Volunteer of the Year. Etan also sits on Attention Homes Board of Directors, where he serves as a member of the Finance Committee, and the Endowment Working Group.

Jamie Ann Medina - Analyst

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

Prior to Seven Two Partners, Ms. Medina'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 has since graduated Summa Cum Laude with a B.S. in Finance and Cum Laude with an M.S. in Marketing from Regis University. She is also working towards becoming a Certified Financial Planner (CFP).

Paige Wildermuth - Research & Business Development

Paige Wildermuth joined Seven Two Partners in 2020 as a Research Analyst and is responsible for sourcing new clients, conducting due diligence across asset classes globally, and manager research. 

 

Prior to joining Seven Two Partners, Paige held a variety of roles in analytics, corporate strategy, and investment banking. She began her career in investment banking where she spent 3 years in Charlotte, NC analyzing financial and strategic rationale of potential capital market offerings and M&A transactions across various industries with a focus on apparel retail and consumer product goods. She then spent 3+ years in San Francisco, CA working for Gap Inc.’s corporate strategy team building out their due diligence process and M&A pipeline. It
was on this team that she also gained experience in analytics working on and leading various pricing analytics projects. She then held roles as a management consultant for 84.51 (previously dunnhumby) and Sr. Manager of Vail’s in-season reporting analytics team.

 

Paige graduated with a B.S. in Finance and International Business from Indiana University's Kelley School of Business and is currently a CFA Level I candidate.

Sophie Clarke - Intern

A Greenhouse Scholar, is pursuing a Bachelor of Arts Communication Degree at CU Boulder as well as minoring in Data Science and Financial Analysis. She is a graduate from Denver South High School with Gold Honor Roll distinction. As a first generation college student, she began her career at the University of Delaware as a member of the D1 Women's Soccer team. She then transferred to CU Boulder to be closer to her family.

 

At CU Boulder, Sophie has taken on several leadership roles as a member of CU Student Government and the University Memorial Center Receptionist Manager. Sophie Clarke was connected with Seven Two Partners through Greenhouse Scholars.

 

Sophie, having always been passionate about financial analysis is grateful to be the first intern at Seven Two Partners LLC. She is eager to learn first hand the workings of the wealth management world. Overall, Sophie is looking to utilize her Communication Degree as a tool to forge opportunity in a business related career.

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