SAN DIEGO, CA, June 2, 2020 –Financial Fitness Group (www.FinancialFitnessGroup.com) announces the addition of Tricia Rothschild, CFA to its board of directors. Rothschild recently served as Chief Product Officer and Co-Head of Global Markets for Morningstar. In her 26-year tenure at Morningstar, she built and led numerous aspects of the firm’s business serving each of its three core audiences: individuals, advisors and financial institutions. She currently serves as an advisor and board member for a small portfolio of fintech firms and the CFA Institute.
“I first had the chance to meet Tricia Rothschild and Joe Mansueto, the founder of Morningstar when I was in graduate school. At the time the two of them were willing to listen to a Midwest college kid with a big idea”, said Joe Saari, Founder of the Financial Fitness Group. “Mr. Mansueto was even kind enough to invite me to lunch and shared his own experiences in starting Morningstar, and the meeting inspired me to pursue my own entrepreneurial dreams”.
Joe Saari continued, “Now, after more than a decade of collaboration, innovation, and hard work, thanks to partners like Tricia Rothschild and Morningstar, we are well-positioned to meet the growing need for financial wellness in turbulent times. The addition of Tricia to our Board of Directors will add immeasurable value to our ongoing growth.”
During Tricia Rothschild’s time as an executive officer at Morningstar, she was responsible for the firm’s software, data, research and index business lines serving asset managers, wealth managers, and individual investors. Her team of more than 1,500 product developers, product managers, designers, and business leaders drove product strategy, innovation, technical development, and the related business success for these multi-million-dollar global product lines.
“I’ve supported the Financial Fitness Group’s evolution over the past decade through the Morningstar relationship, and I now look forward to contributing to the organization as a Board Member”, said Tricia Rothschild. “Through the years I was always impressed with the content Financial Fitness Group produced, and, importantly, the delivery of that content. As investors of all levels of sophistication strive for the best possible financial outcomes for themselves and their families, Financial Fitness Group can play a unique and meaningful role in building confidence and healthy financial habits.”
Patrick D. Quirk, Executive Chairman said, “Tricia Rothschild will play a critical strategic role in future market opportunities, strategic partnerships, and product vision at Financial Fitness Group,” he continued, “Her experience in product direction for the financial services industry adds to our well-rounded management team and board of directors, and we welcome her enthusiastically to our organization.”
With the addition of Tricia Rothschild to the Board of Directors, Rick Hernandez will be stepping down as an active board member. Rick will continue to play an active advisory role as Board Observer in the company’s strategic growth.
Financial Fitness Group Board Members:
• Joe Schlidt, Director, Godfrey & Kahn, S.C.
• Joe Saari, Founder, Financial Fitness Group
• Deb Karstetter, Founder & President, Executive nSight
• Patrick D. Quirk, Executive Chairman, Financial Fitness Group
• Tricia Rothschild, Strategy Consultant, Oehme Rothschild, LLC
• Rick Hernandez, President, Capital Holdings
About Precision Information, DBA Financial Fitness Group:
Financial Fitness Group is a leading e-learning software company providing unbiased, FINRA-compliant educational content. Our interactive platform maximizes participant engagement and is proven to improve a user’s financial aptitude, behavior, and confidence. Financial Fitness Group is the leading provider of personal finance and investing learning solutions to financial service providers and Fortune 500 companies.
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