Articles tagged "Tricia Rothschild"
Tricia Rothschild is out at Apex in run-up to $4.7 billion IPO as an ex-Goldman exec assumes her day-to-day role and two ringers fill big jobs
The ex-Morningstar exec leaves president role after one year as ex-Google and ex-Nasdaq talents step into new CTO and CMO posts.
July 14, 2021 at 7:04 PM
The four-year ordeal Orion's president underwent to launch Eclipse -- a sprint to stay in the race with Tamarac and Black Diamond for rebalancing
Eric Clarke tried to build, failed, bought, but kept on building until he got Amazon-ensconsed Eclipse
February 28, 2017 at 2:31 AM
How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in edgewise to 650 advisors at T3
Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo
February 16, 2016 at 7:19 PM
Morningstar buys standalone rebalancer to fulfill its all-in-one vision by getting Sheryl Rowling to cash out and go back to RIA
This way M'star gets to intellectually fuel trades but execute lift-off without an awkward hand-off out of its own software zone
October 12, 2015 at 5:09 PM
Morningstar throws more money -- and loses one of its own -- at keeping its stake in a Bloomberg-lite venture intact
The bullish Chicago data company leads a fourth round of funding for YCharts and one of its managers left to help the start up