Tricia Rothschild

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58 year

Technology Services

Finance

Commercial Services

Profile

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.

Tricia Rothschild active positions

Companies	Position	Start
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Director/Board Member	-
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	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.	Private Equity Investor	01/05/2023

All active positions of Tricia Rothschild

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	01/11/2022
Apex Clearing Corp. Apex Clearing Corp. Regional BanksFinance Provides clearing, settlement and technology services to the global financial services industry	President	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	President	06/07/2021
MORNINGSTAR, INC.	Corporate Officer/Principal	31/12/2019
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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. 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