Tricia Rothschild
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Profil
Tricia Rothschild is the founder of The Chicago Giving Circle, which was founded in 2021.
She currently holds several director positions at Precision Information LLC, Financial Fitness Group LLC, Morningstar, Inc. Ltd., and CFA Institute.
She is also the President of Apex Clearing Corp.
since 2020 and an Operating Partner at Advent International LP since 2023.
Rothschild previously served as the Chief Product Officer at Morningstar, Inc. from 2017 to 2019 and as the President of Apex Fintech Solutions LLC from 2020 to 2021.
She was also an Advisory Board Member at The Tifin Group LLC (New York) from 2020 to 2022 and a Director at YCharts, Inc. Rothschild received her undergraduate degree from Northwestern University and her graduate degree from Indiana University.
Postes actifs de Tricia Rothschild
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Directeur/Membre du Conseil | - |
Precision Information LLC
 Precision Information LLC Investment ManagersFinance Precision Information LLC provides investment advice. Its products include financial fitness challenge, custom solutions and content. The firm also provides interactive financial education content, technology, and tools to companies and people. The company was founded in Joe Saari and Edward Harris and is headquartered in Chula Vista, CA. | Directeur/Membre du Conseil | - |
Apex Clearing Corp.
 Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX. | President | 06/08/2020 |
Financial Fitness Group LLC
 Financial Fitness Group LLC Packaged SoftwareTechnology Services Part of Aztec Software LLC, Financial Fitness Group LLC is a leading provider of interactive financial wellness and investor education content for financial service providers, banks, credit unions, advisors, and government agencies. The company is based in San Diego, CA. Discover how their financial communications library can help attract new prospects and deepen client relationships with Andex Chart Sbbi and more. With 2 million users at 1,000+ organizations, FFG provides financial providers, employers, and government agencies with financial education solutions. Founded by Joe Saari, for over 20 years, FFG has assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change. Financial Fitness Group was acquired by iGrad, Inc. on February 06, 2024. | Directeur/Membre du Conseil | - |
Riskalyze, Inc.
 Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Directeur/Membre du Conseil | 12/01/2022 |
Advent International LP
 Advent International LP Investment ManagersFinance Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts. | Private Equity Investor | 01/05/2023 |
Anciens postes connus de Tricia Rothschild
| Sociétés | Poste | Fin |
|---|---|---|
The Tifin Group LLC (New York)
 The Tifin Group LLC (New York) Investment ManagersFinance The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York. | Directeur/Membre du Conseil | 01/11/2022 |
Apex Fintech Solutions LLC
 Apex Fintech Solutions LLC Information Technology ServicesTechnology Services Apex Fintech Solutions, Inc. is an early stage and emerging growth company. The company is headquartered in Dallas, TX. | President | 06/07/2021 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | 31/12/2019 |
| ░░░░░░░░░░░░ ░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | - |
| ░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | - |
Formation de Tricia Rothschild
| Northwestern University | Undergraduate Degree |
| Indiana University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Entreprise privées | 10 |
|---|---|
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Technology Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Precision Information LLC
Precision Information LLC Investment ManagersFinance Precision Information LLC provides investment advice. Its products include financial fitness challenge, custom solutions and content. The firm also provides interactive financial education content, technology, and tools to companies and people. The company was founded in Joe Saari and Edward Harris and is headquartered in Chula Vista, CA. | Finance |
Apex Clearing Corp.
Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX. | Finance |
Apex Fintech Solutions LLC
Apex Fintech Solutions LLC Information Technology ServicesTechnology Services Apex Fintech Solutions, Inc. is an early stage and emerging growth company. The company is headquartered in Dallas, TX. | Technology Services |
Financial Fitness Group LLC
Financial Fitness Group LLC Packaged SoftwareTechnology Services Part of Aztec Software LLC, Financial Fitness Group LLC is a leading provider of interactive financial wellness and investor education content for financial service providers, banks, credit unions, advisors, and government agencies. The company is based in San Diego, CA. Discover how their financial communications library can help attract new prospects and deepen client relationships with Andex Chart Sbbi and more. With 2 million users at 1,000+ organizations, FFG provides financial providers, employers, and government agencies with financial education solutions. Founded by Joe Saari, for over 20 years, FFG has assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change. Financial Fitness Group was acquired by iGrad, Inc. on February 06, 2024. | Technology Services |
Morningstar, Inc. Ltd.
 Morningstar, Inc. Ltd. Internet Software/ServicesTechnology Services Morningstar, Inc. Ltd. was founded in 2017 and provides other information services. The private company is based in London, UK. | Technology Services |
Riskalyze, Inc.
Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Technology Services |
The Tifin Group LLC (New York)
The Tifin Group LLC (New York) Investment ManagersFinance The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York. | Finance |
Advent International LP
Advent International LP Investment ManagersFinance Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts. | Finance |
