Board Member and longtime Morningstar exec, Tricia Rothschild, has now departed Apex Fintech Solutions after less than a year formally with the firm. Apex Fintech Solutions, formerly Apex Clearing, is shuffling its leadership as the fintech firm prepares to go public by merging with blank-check company Northern Star Investment Corp. II, according to an announcement.
Indeed, following her departure from Apex, Rothschild is open to an “operating role” as CEO or president of a wealthtech firm, she told WealthManagement.com. In the meantime, she continues to serve on the advisory board of Magnifi’s parent firm, Tifin Group, which recently added Cathie Wood to its board. Magnifi is “growing at an exponential rate,” Rothschild noted, and is a client of Apex, “which is great in terms of my vision of the ‘ecosystem,'” she said.
A multi-year member of the CFA Institute’s board, Rothschild is also the newly appointed vice-chair of the CFA Institute board of governors and is on the board of a financial wellness content and software development firm called Financial Fitness Group, located in San Diego.
“I think they are a bit of an undiscovered gem in the industry,” she said, adding that the firm supports state employees in Iowa, the Tribal Nations of Wisconsin, Merrill Edge and Morningstar’s Investing Classroom. Her vision for the future of wealth management sees a bridge between “democratizing access” and “adding back the idea of democratizing insights.”
Tricia is excited to have more time to working with the Financial Fitness Group as we grow in the Financial Wellness and FinTech space.