![Tricia Rothschild](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Tricia Rothschild
Chief Executive Officer at
CFA Institute
Profile
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.
Tricia Rothschild active positions
| Companies | Position | Start |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Chief Executive Officer | - |
Precision Information LLC
 Precision Information LLC Investment ManagersFinance Provides investment advice | Director/Board Member | - |
Financial Fitness Group LLC
 Financial Fitness Group LLC Packaged SoftwareTechnology Services Develops financial wellness platform is proven to engage users of all backgrounds | Director/Board Member | - |
Riskalyze, Inc.
 Riskalyze, Inc. Packaged SoftwareTechnology Services Develops software for measurement of client risk tolerance for investment advisors | Director/Board Member | 2022-01-11 |
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. | Private Equity Investor | 2023-04-30 |
Former positions of Tricia Rothschild
| Companies | Position | End |
|---|---|---|
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. | Director/Board Member | 2022-10-31 |
Apex Clearing Corp.
 Apex Clearing Corp. Regional BanksFinance Provides clearing, settlement and technology services to the global financial services industry | President | 2021-07-31 |
Apex Fintech Solutions LLC
 Apex Fintech Solutions LLC Miscellaneous Commercial ServicesCommercial Services Provides technical support and transition-related services | President | 2021-07-05 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | 2019-12-30 |
| ░░░░░░░░░░░░ ░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Training of Tricia Rothschild
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
87
1st degree connections
13
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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