RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

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.

Author Brooke Southall July 14, 2021 at 7:04 PM
Admin:
0 Comments
no description available
Bill Capuzzi: 'We continue to lay the groundwork for long-term success.'

Related Moves

October 11, 2022 at 12:40 AM

Tom Valverde is out at Apex, leaving Tricia Rothschild to take the reins as RIA chief, for now

The former Pershing and Fidelity sales czar confirmed he left Apex 'voluntarily' Feb. 25 amid a flurry of no comments.

February 26, 2021 at 10:53 PM



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo