EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive

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Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, data, and research businesses.

With a Bachelor's degree from Northwestern University, a Master's in Russian and Central European economics from Indiana University, and a CFA designation, Tricia is an expert in her field. Recognized as "Women to Watch" by InvestmentNews and named "Most Likely to Change Wealth Management" by Financial Planning, Tricia is a true leader in the industry. She is currently Vice Chair of the CFA Institute Board of Governors and sits on the advisory board of Riskalyze and Financial Fitness Group.

And that's not all! 

One of the many gifts you’ll discover about Tricia Rothschild in this episode is that she is a pioneer in many ways, including her philanthropy endeavors. Tricia and her husband co-founded the Chicago Giving Circle, a community of families supporting local non-profits. 

In this episode, Tricia opens up about the evolution of Fintech, the importance of checking in, and women's representation in the industry. She also sheds light on the rebranding of Riskalyze and the difference between a CFA and CFP designation while sharing key lessons she's learned from trailblazing a long and successful career as a WealthTech Investor and Independent-minded fan of the disrupter and the underdog In The Suite. 

Some key points include the influence and evolution of Fintech, the importance of checking in, retaining women clients, and embracing creative methods to reach out to younger investors. 

Below is the agenda:

1. Welcome Tricia!
2. Congrats On Being Appointed to the Board of Directors (04.45)
3. Rebranding Riskalyze (07:00)
4. Lessons learned from 26 years at Morningstar (13:38)
5. The Role of Certification In Careers (20:20)
6. Women’s Representation In The Industry (28:35)
7. The Simple Concept Of a Check-In (32:44)
8. New Year Resolution (37:10)
9. About Financial Fitness Group (39:36)
10. Family Life (45:00)
11. How To Get In Touch with Tricia (47:15)
12. Tricia’s choice of charity (47:35)

Resources
Tricia Rothschild LinkedIn
Riskalyze
Financial Fitness Group (FFG)
CFA Institute
The Giving Circle

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