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Tricia Rothschild
Verkställande Direktör på
CFA Institute
Profil
Tricia Rothschild is the founder of The Chicago Giving Circle, founded in 2021.
Current jobs include President, CEO & Member-Governors Board at CFA Institute; Director at Nitrogen Wealth, Inc. since 2022; Director at Precision Information LLC; Director at Financial Fitness Group LLC; and Operating Partner at Advent International LP since 2023.
Former jobs include Director at YCharts, Inc.; Director at Morningstar, Inc. Ltd.; Chief Product Officer at Morningstar, Inc. from 2017 to 2019; President at Apex Fintech Solutions, Inc. from 2020 to 2021; Advisory Board Member at The Tifin Group LLC (New York) from 2020 to 2022; and President at Apex Clearing Corp.
from 2020 to 2021.
Education includes undergraduate degree from Northwestern University and graduate degree from Indiana University.
Aktiva positioner av Tricia Rothschild
| Företag | Position | Start |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Verkställande Direktör | - |
Precision Information LLC
 Precision Information LLC Investment ManagersFinance Provides investment advice | Direktör/Styrelseledamot | - |
Financial Fitness Group LLC
 Financial Fitness Group LLC Packaged SoftwareTechnology Services Develops financial wellness platform is proven to engage users of all backgrounds | Direktör/Styrelseledamot | - |
Riskalyze, Inc.
 Riskalyze, Inc. Packaged SoftwareTechnology Services Develops software for measurement of client risk tolerance for investment advisors | Direktör/Styrelseledamot | 2022-01-12 |
Advent International LP
 Advent International LP Investment ManagersFinance Advent invests in companies located across the globe. The firm targets companies operating in the fields of business & financial services, healthcare, industrial and technology services. It provides financing for leveraged buyout, recapitalizations, growth and public to private transactions. It also acquires majority and minority ownership. | Privat kapitalinvesterare | 2023-05-01 |
Tidigare kända positioner av Tricia Rothschild
| Företag | Position | Slut |
|---|---|---|
The Tifin Group LLC (New York)
 The Tifin Group LLC (New York) Investment ManagersFinance Tiffin Group invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in early stage capital transactions. | Direktör/Styrelseledamot | 2022-11-01 |
Apex Clearing Corp.
 Apex Clearing Corp. Regional BanksFinance Provides clearing, settlement and technology services to the global financial services industry | President | 2021-08-01 |
Apex Fintech Solutions LLC
 Apex Fintech Solutions LLC Miscellaneous Commercial ServicesCommercial Services Provides technical support and transition-related services | President | 2021-07-06 |
| MORNINGSTAR, INC. | Företagsledare/Principal | 2019-12-31 |
| ░░░░░░░░░░░░ ░░░░ ░░░░ | ░░░░░░░░░░░░░░░░░░░░░░░░░ | - |
Tricia Rothschilds utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
85
Första gradens relationer
13
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 13 |
|---|---|
Advent International LP
Advent International LP Investment ManagersFinance Advent invests in companies located across the globe. The firm targets companies operating in the fields of business & financial services, healthcare, industrial and technology services. It provides financing for leveraged buyout, recapitalizations, growth and public to private transactions. It also acquires majority and minority ownership. | Finance |
Riskalyze, Inc.
Riskalyze, Inc. Packaged SoftwareTechnology Services Develops software for measurement of client risk tolerance for investment advisors | Technology Services |
Morningstar, Inc.
 Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
YCharts, Inc.
 YCharts, Inc. Internet Software/ServicesTechnology Services Operates as a platform for investment research and client communication | Technology Services |
Apex Clearing Corp.
Apex Clearing Corp. Regional BanksFinance Provides clearing, settlement and technology services to the global financial services industry | Finance |
Precision Information LLC
Precision Information LLC Investment ManagersFinance Provides investment advice | Finance |
Apex Fintech Solutions LLC
Apex Fintech Solutions LLC Miscellaneous Commercial ServicesCommercial Services Provides technical support and transition-related services | Commercial Services |
The Tifin Group LLC (New York)
The Tifin Group LLC (New York) Investment ManagersFinance Tiffin Group invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in early stage capital transactions. | Finance |
Financial Fitness Group LLC
Financial Fitness Group LLC Packaged SoftwareTechnology Services Develops financial wellness platform is proven to engage users of all backgrounds | Technology Services |
Morningstar, Inc. Ltd.
 Morningstar, Inc. Ltd. Internet Software/ServicesTechnology Services Provides other information services | Technology Services |
