Tricia Rothschild, CFA is a globally respected leader in financial services, technology, and investment ecosystems, recognized for building organizations that deliver both commercial success and meaningful impact for stakeholders. As Interim Chief Executive Officer of CFA Institute, she brings a distinctive combination of strategic clarity, operational depth, and a deep commitment to advancing the integrity and effectiveness of global financial markets.

Rothschild’s career spans more than two decades at the forefront of innovation in investment research, data, and wealth technology. During her 26-year tenure at Morningstar, she played a pivotal role in scaling the firm’s global capabilities, including launching and leading its equity research business, and helping shape its evolution into a trusted, client-centric platform serving investors worldwide.

She has since held senior leadership roles across fintech and private markets, including serving as President of Apex Fintech Solutions, and as an operating partner at Advent International, where she has focused on identifying and accelerating growth opportunities in wealth and asset management through technology, data, and innovation.

Known for her collaborative leadership style, Rothschild has consistently built high-performing teams and cultures grounded in purpose, accountability, and inclusion. Her board and advisory work further reflects a commitment to expanding access to financial knowledge and empowering better investor outcomes.

Across every role, Rothschild has demonstrated a clear belief that organizations succeed when they are trusted, mission-driven, and designed to create lasting value—for clients, for employees, and for society.

She holds a bachelor of science degree from Northwestern University and a master’s degree in Russian and East European economics from Indiana University. She is a CFA® charterholder.