Tricia Rothschild

President

AT APEX

In her role as President, Tricia is responsible for the strategic planning, development, and overall growth of the company. Tricia also directly oversees internal and client-facing functions including sales, marketing, and product management.

BEFORE APEX

Before joining Apex, Tricia was Chief Product Officer and Co-Head of Global Markets at Morningstar, where she led a multi-million-dollar global portfolio of businesses including software, data, research and index solutions that served asset managers, wealth managers, and individual investors. In her 26-year career at the firm, she developed a focused advisor and wealth management segment strategy, launched the firm’s equity research business, drove content strategy for the firm’s individual investor website, and served as a securities analyst and editor.

Tricia graduated with a Bachelor of Science degree from Northwestern University and holds a Master’s degree in Russian and East European economics from Indiana University. She is a Chartered Financial Analyst® (CFA) and serves on that organization’s global Board of Governors. She also sits on a small portfolio of private-company boards in the fintech and wealth-tech space.

OUTSIDE OF THE OFFICE

Tricia spends her free time in either Chicago or Southern California, where she hopes her two 20-something sons, teenage daughter, and husband will cook for her and indulge her in karaoke, hikes, bike rides and beginner-level tennis.

August 11, 2020 in MEDIA

What Brought Tricia Rothschild Back to WealthTech

WM: What Brought Tricia Rothschild Back to WealthTech
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August 8, 2020 in MEDIA

Apex Clearing Names New President and Head of Advisory

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“A ship in port is safe, but that is not what ships are for. Sail out to sea and do new things.”

  Grace Hopper