- Rothschild will help identify and support new investments in wealth and asset management
- She is a former Morningstar executive
- Advent is based in Boston, Massachusetts
Advent International has appointed former Morningstar executive Tricia Rothschild as an operating partner.
Rothschild will help identify and support new investments in wealth and asset management, including related technology and data and analytics, according to a release.
“Tricia’s insights and extensive network of industry relationships around the world will be instrumental as we pursue investments that capitalise on the opportunities presented by the global wealth creation megatrend, which includes increasing democratization of access to investment services, innovation in investment approaches and the evolution of the financial advisor role,” Gabriela Weiss, Advent principal.
Rothschild also worked at Apex Clearing (known as Apex Fintech Solutions) as president. She held seats on multiple boards over the last three years, including TIFIN Group and Financial Fitness Group. She currently sits on the boards of Nitrogen, Canoe Intelligence and Rock the Street, Wall Street.
Advent is a global private equity investor based in Boston, Massachusetts.