7Two

Ryan Ritchie is a financial advisor at 7Two with a Series 65 credential and seven years of industry experience. He serves as Managing Director of Talos Investment Partners, LLC, a family office investment advisory business, and MoyBridge, LLC, a private investment partnership. Prior to joining 7Two, he worked at Hallador, Inc. for eight years. 7Two provides financial planning, discretionary portfolio management, investment consulting, and related advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, family offices, and other institutional investors. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, utilizing a range of investment vehicles including low-cost mutual funds, ETFs, alternative investments, and private funds.

Andrew Macken is a financial advisor with 11 years of industry experience, currently serving at 7Two. He holds Series 63 and Series 65 licenses and has previously worked at Baldwin Brothers Inc. and Cottage Street Advisors, LLC. 7Two provides investment advisory, financial planning, and consulting services to individuals, high-net-worth families, trusts, businesses, family offices, and pooled vehicles, including special purpose vehicles. The firm uses a combination of fundamental and technical analysis to build strategic asset allocations and manages portfolios primarily on a discretionary basis, with a focus on private pooled investment vehicles and private placements.

Nicholas Rotello is a CFA® charterholder with 10 years of industry experience. He is currently with 7Two, a firm where he has worked since 2024, and previously held roles at Innovest Portfolio Solutions and Seven Two Partners. 7Two provides investment advisory, financial planning, and consulting services to a range of clients including individuals, high-net-worth families, trusts, businesses, and family offices. The firm combines fundamental and technical analysis to construct portfolios using various investment vehicles and manages both discretionary accounts and private pooled investment vehicles.

Marc Bathgate is a financial advisor at 7Two with Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Silver Leaf Partners, Distilled Alternatives, Far Hills Group, and Hamilton Miller Investments. Outside of his advisory work, he is involved in non-investment activities such as serving on the board of an independent whiskey bottler and managing a barn rental business for events. 7Two provides investment advisory, financial planning, and consulting services to individuals, families, trusts, businesses, family offices, and pooled vehicles. The firm uses a combination of fundamental and technical analysis to construct diversified portfolios, including private investments and special purpose vehicles, managing assets through discretionary portfolio management and advisory roles.

Coleman Shwayder is a CFP® and holds a Series 66 license, currently serving as an advisor at 7Two with three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual. 7Two provides financial planning, discretionary portfolio management, and investment consulting to individuals, families, institutions, and family offices. The firm combines fundamental and technical analysis with strategic asset allocation, utilizing a mix of low-cost mutual funds, ETFs, alternative investments, and individual securities.