Tricia Rothschild

Rothschild was most recently president at Apex Fintech Solutions. Prior to that, she completed a 26-year career with Morningstar as its chief product officer and co-head of global markets. During her tenure at the investment research, analytics and data firm, she launched and led its equity research business. Currently, she serves on the CFA Institute board of governors, serves on the board of Financial Fitness Group, and serves on the advisory board for The TIFIN Group.

  • March 2022

Added to: Riskalyze - Auburn, CA

Riskalyze is the company that invented the Risk Number, which powers the world's first risk-centric wealth management platform and was built on top of a Nobel Prize-winning academic framework.