Tricia Rothschild
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Oorsprong van het eerstegraads netwerk van Tricia Rothschild
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
Advent International LP
 Advent International LP Investment ManagersFinance Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.
153
| Private Company | Investment Managers | 153 |
| Public Company | Investment Managers | 12 | |
Riskalyze, Inc.
 Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA.
9
| Holding Company | Packaged Software | 9 |
Apex Clearing Corp.
 Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX.
6
| Subsidiary | Regional Banks | 6 |
The Tifin Group LLC (New York)
 The Tifin Group LLC (New York) Investment ManagersFinance The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York.
5
| Holding Company | Investment Managers | 5 |
Precision Information LLC
 Precision Information LLC Investment ManagersFinance Precision Information LLC provides investment advice. Its products include financial fitness challenge, custom solutions and content. The firm also provides interactive financial education content, technology, and tools to companies and people. The company was founded in Joe Saari and Edward Harris and is headquartered in Chula Vista, CA.
2
| Holding Company | Investment Managers | 2 |
Financial Fitness Group LLC
 Financial Fitness Group LLC Packaged SoftwareTechnology Services Part of Aztec Software LLC, Financial Fitness Group LLC is a leading provider of interactive financial wellness and investor education content for financial service providers, banks, credit unions, advisors, and government agencies. The company is based in San Diego, CA. Discover how their financial communications library can help attract new prospects and deepen client relationships with Andex Chart Sbbi and more. With 2 million users at 1,000+ organizations, FFG provides financial providers, employers, and government agencies with financial education solutions. Founded by Joe Saari, for over 20 years, FFG has assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change. Financial Fitness Group was acquired by iGrad, Inc. on February 06, 2024.
2
| Subsidiary | Packaged Software | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tricia Rothschild via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Chartered Professional Accountants of Canada
 Chartered Professional Accountants of Canada Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Canada (CPA) is a national accounting organization representing over 220,000 CPAs at national and international levels. The non-profit company is based in Toronto, Canada. CPA Canada collaborates with provincial and territorial regulatory bodies to support the profession and promote transparency in financial markets. The organization contributes to standard setting and public policy and works with international bodies to build a stronger accounting profession worldwide. CPA Canada provides extensive resources covering sustainability, corporate reporting, standards, and audit issues. The organization champions best practices that benefit business and society and prepares its members for an ever-evolving operating environment featuring unprecedented change. Pamela Steer has been the CEO of the Canadian company since 2022. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
CFA Society of the UK
 CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
The Canadian Institute of Mining, Metallurgy & Petroleum
 The Canadian Institute of Mining, Metallurgy & Petroleum Miscellaneous Commercial ServicesCommercial Services The Canadian Institute of Mining, Metallurgy & Petroleum (CIM) is a not-for-profit technical society of professionals in the Canadian minerals, metals, materials, and energy industries. CIM is based in Westmount, Canada, and has subsidiaries in Canada. CIM provides a wealth of benefits to its members, including building industry knowledge, enhancing professional profiles, and raising Canadian company visibility. The institute offers a range of services, including professional development, distinguished lecturer programs, and awards. The private company was founded by Patrick B. Carlson, and the CEO is Angela Hamlyn. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia Darden School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Warsaw School of Economics | College/University | Graduate Degree Undergraduate Degree | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Chief Investment Officer Corporate Officer/Principal | |
| University of Western Ontario | College/University | Undergraduate Degree Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| SOVOS BRANDS, INC. | Food: Specialty/Candy | Director/Board Member Director/Board Member | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Hong Kong Polytechnic University | College/University | Undergraduate Degree Undergraduate Degree | |
The Chinese Institute of Certified Public Accountants
 The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal Director/Board Member | ||
| Emory University | College/University | Undergraduate Degree Masters Business Admin | |
| Babson College | College/University | Masters Business Admin Graduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin | |
DBRS Ltd.
 DBRS Ltd. Financial Publishing/ServicesCommercial Services DBRS Ltd. operates as credit ratings agency. The firm provides tools that helps the investors in making investment decisions. It offers web subscriptions, DBRS Viewpoint, DBRS Product Manual, and RatingsNow. The company was founded by Walter Schroeder in 1976 and is headquartered in Toronto, Canada. | Financial Publishing/Services | Chief Executive Officer Corporate Officer/Principal | |
| The Institute of Chartered Accountants of India | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Thomas H. Lee Partners LP
 Thomas H. Lee Partners LP Investment ManagersFinance Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Undergraduate Degree | |
| American Finance Association | Corporate Officer/Principal | ||
| SMU-Cox School of Business | College/University | Masters Business Admin | |
Raymond James Ltd. (Broker)
 Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| NORTHWEST HEALTHCARE PROPERTIES REAL ESTATE INVESTMENT TRUST | Real Estate Investment Trusts | Director/Board Member | |
| GREAT-WEST LIFECO INC. | Multi-Line Insurance | Chief Investment Officer | |
Aveo Funds Management Ltd.
 Aveo Funds Management Ltd. Investment ManagersFinance Part of Brookfield Corp., Aveo Funds Management Ltd. engages in furnishing investment information and advice to companies. The company is based in Sydney, Australia. Geoffrey Earl Grady has been the CEO of the Australian company since 2009. | Investment Managers | Director/Board Member | |
| ANADOLU ANONIM TÜRK SIGORTA SIRKETI | Property/Casualty Insurance | Director/Board Member | |
Chartered Professional Accountants of Ontario
 Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Canadian Institute of Chartered Business Valuators
 Canadian Institute of Chartered Business Valuators Miscellaneous Commercial ServicesCommercial Services Canadian Institute of Chartered Business Valuators operates as a not-for-profit valuation professional organization. Its practice area include business valuation and litigation support. The company was founded in 1971 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 27 |
| Canada | 15 |
| Verenigd Koninkrijk | 4 |
| Hongkong | 3 |
| Polen | 2 |
Sectoraal
| Consumer Services | 22 |
| Commercial Services | 17 |
| Finance | 11 |
| Consumer Non-Durables | 2 |
Operationeel
| Corporate Officer/Principal | 281 |
| Director/Board Member | 271 |
| Undergraduate Degree | 84 |
| Chairman | 73 |
| Independent Dir/Board Member | 68 |
Sterkste connecties
| Insiders | |
|---|---|
| John Finbar Driscoll | 61 |
| James Mworia | 32 |
| Catherine Gignac | 27 |
| Swe Guan Lim | 25 |
| Neela Montgomery | 22 |
| Hisham bin Zainal Mokhtar | 22 |
| Jeff Case | 19 |
| William Koutsouras | 18 |
| Sharon French | 17 |
| Gordon Baird | 17 |
| Mandy Abramsohn | 16 |
| Marshall Charles Bailey | 16 |
| Kee Wai Lo | 15 |
| S. Sreenivasan | 15 |
| Anna Batarina | 15 |
- Beurs
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