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Tricia Rothschild
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Perfil
Tricia Rothschild is the founder of The Chicago Giving Circle, which was founded in 2021.
Ms. Rothschild's current jobs include being a Director at Riskalyze, Inc. since 2022, a Director at Precision Information LLC, a Director at Financial Fitness Group LLC, an Operating Partner at Advent International LP starting in 2023, and a Member-Governors Board at CFA Institute.
Ms. Rothschild's former jobs include being a Director at YCharts, Inc., a Director at Morningstar, Inc. Ltd., the Chief Product Officer at Morningstar, Inc. from 2017 to 2019, the President of Apex Fintech Solutions LLC from 2020 to 2021, an Advisory Board Member at The Tifin Group LLC (New York) from 2020 to 2022, and the President of Apex Clearing Corp.
from 2020 to 2021.
Ms. Rothschild's education includes an undergraduate degree from Northwestern University and a graduate degree from Indiana University.
Cargos activos de Tricia Rothschild
| Empresas | Cargo | Inicio |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Director/Miembro de la Junta | - |
Precision Information LLC
 Precision Information LLC Investment ManagersFinance Provides investment advice | Director/Miembro de la Junta | - |
Financial Fitness Group LLC
 Financial Fitness Group LLC Packaged SoftwareTechnology Services Develops financial wellness platform is proven to engage users of all backgrounds | Director/Miembro de la Junta | - |
Riskalyze, Inc.
 Riskalyze, Inc. Packaged SoftwareTechnology Services Develops software for measurement of client risk tolerance for investment advisors | Director/Miembro de la Junta | 12/01/2022 |
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. | Inversor de Capital Privado | 01/05/2023 |
Antiguos cargos conocidos de Tricia Rothschild.
| Empresas | Cargo | Fin |
|---|---|---|
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/Miembro de la Junta | 01/11/2022 |
Apex Clearing Corp.
 Apex Clearing Corp. Regional BanksFinance Provides clearing, settlement and technology services to the global financial services industry | Presidente | 01/08/2021 |
Apex Fintech Solutions LLC
 Apex Fintech Solutions LLC Information Technology ServicesTechnology Services Operates as a financial technology and data provider driving disruption and innovation for the future of wealth creation | Presidente | 06/07/2021 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | 31/12/2019 |
| ░░░░░░░░░░░░ ░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░ ░░░░░ | - |
Formación de Tricia Rothschild.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
81
Relaciones de 1er grado
13
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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. Packaged SoftwareTechnology Services Operates as a web based financial research and analysis platform for asset managers and advisors | 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 Information Technology ServicesTechnology Services Operates as a financial technology and data provider driving disruption and innovation for the future of wealth creation | Technology 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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