Tricia Rothschild, CFA

Tricia is an active wealth-tech board director, consultant and investor. She served as President of Apex Fintech Solutions in 2020 and 2021, and prior to that, was responsible for an $800M portfolio of global software, data, and research business lines at Morningstar, where she served as the firm’s Chief Product Officer and Co-Head of Global Markets. Tricia is currently the Vice Chair of the CFA Institute Board of Governors, and sits on the board of Riskalyze, the advisory board of TIFIN, and the board of the Financial Fitness Group. She and her husband recently co-founded the Chicago Giving Circle, which brings together Chicago area families who pool their donor-advised-funds together to make meaningful multi-year grants to local philanthropies. She is active in mentoring female entrepreneurs at her alma mater, Northwestern University, and is on the board of her local chapter of the National Charity League, a mother-daughter volunteer and leadership organization. In addition to receiving her undergraduate degree from Northwestern University, she has a Masters degree in Russian and East European studies from Indiana University and is a CFA Charterholder.