Board Member Tricia Rothschild Featured on WealthManagement.com

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, […]

Financial Fitness Group Board Member, Tricia Rothschild Speaks with Yahoo Finance

Financial Fitness Group Board Member and Apex Clearing’s President, Tricia Rothschild, spoke with Akiko Fujita and Emily McCormick on Yahoo Finance Live, discussing trends shown in millennial investors at Apex Clearing, as well as interests in IPOs in 2020 and SPACs in 2021. “People are taking their investing into their own hands and certainly technology as well […]

Financial Fitness Group Adds Tricia Rothschild, Former Chief Product Officer and Co-Head of Global Markets for Morningstar, to Board of Directors

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 […]