Tricia Rothschild
President & CEO, CFA Institute
Tricia Rothschild is a financial services, investment, and technology leader whose career includes 26 years at Morningstar, where she held senior roles including Chief Product Officer and Co-Head of Global Markets. She later served as President of Apex Fintech Solutions and as an operating partner at Advent International.
Events Tricia Rothschild has spoken at
- The Wealth Mosaic Live US 2026 2 November 2026