Press Releases > Nitrogen | Press Release: Nitrogen Appoints Tricia Rothschild to Board of Directors

Nitrogen | Press Release: Nitrogen Appoints Tricia Rothschild to Board of Directors

We’re thrilled to welcome Tricia Rothschild to the Nitrogen Board of Directors. Read the full announcement below!

AUBURN, CALIFORNIA — January 12th, 2022 —Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, today announced the appointment of 26-year former Morningstar veteran Tricia Rothschild to its Board of Directors.

Rothschild was most recently President at Apex Fintech Solutions, and prior to that, completed her long tenure at Morningstar as its Chief Product Officer and Co-Head of Global Markets. During her career at the investment research, analytics, and data firm, she launched and led its equity research business and spearheaded the transformational technology initiatives that brought innovation as well as operational discipline to Morningstar’s core wealth and asset management-focused offerings.

In addition to the Nitrogen Board of Directors, Rothschild is also the Vice Chair of the CFA Institute Board of Governors, serves on the board of Financial Fitness Group, and serves on the advisory board for The TIFIN Group. In 2021, she was named “Most Likely to Change Wealth Management” by Financial Planning and was named to the InvestmentNews “Women to Watch” list in 2020.

“I am deeply honored to join Nitrogen’s board, and incredibly passionate about their mission to empower the world to invest fearlessly,” Rothschild said. “Nitrogen revolutionized how advisors engage clients through the lens of risk, and is rapidly becoming a powerful force on the advisor desktop across analytics, investment research, and trading. I’m very excited to join forces with Aaron, the Nitrogen leadership team, Laurie Schultz, and the firm’s backers at Hg.”

Nitrogen also welcomed Laurie Schultz in November as its chair, who brought more than 30 years of experience helping to guide technology companies — including Sage, Intuit, Galvanize, and TELUS — to her new role as Nitrogen’s board chair. She became Canada’s first CEO to lead a technology company to unicorn status as the head of Galvanize.

“We are so thrilled to welcome a celebrated industry leader of Tricia’s caliber to the Nitrogen Board of Directors,” said Aaron Klein, CEO at Nitrogen. “With our recent recapitalization by Hg, the launch of the Discovery investment research search engine, and two new board members, the enthusiasm, energy, and excitement across this team is palpable. The sky is the limit for the advisors we love to serve.”

In addition to Schultz and Rothschild, Nitrogen’s board is comprised of its CEO Aaron Klein, Redtail Technology CEO Brian McLaughlin, and Hg’s Sebastien Briens, Max Dewez, and Richard Earnshaw.

# # #

 

About Nitrogen

Nitrogen is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Nitrogen platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Nitrogen Partner Store — all with the mission of empowering the world to invest fearlessly. Book a demo to learn more!

MEDIA CONTACT:

Allie Zendrian

[email protected]

516-581-7202

Jason Lahita
[email protected]
973-460-7837


Share This Story