John Roche, Cfp, Cetf
About John Roche, Cfp, Cetf
John Roche is the Head of RIA Distribution for North America at Russell Investments, where he focuses on developing and executing RIA-engagement strategies. He has extensive experience in the financial services industry, having held various roles at firms such as Gabelli Funds, Thornburg Investment Management, and Merrill Lynch.
Current Role at Russell Investments
John Roche serves as the Head of RIA Distribution for North America at Russell Investments. He has held this position since 2024, focusing on developing and executing a comprehensive RIA-engagement strategy. His role emphasizes providing tailored solutions to clients, aligning with the company's commitment to client-centric service.
Previous Experience in Financial Services
Prior to his current role, John Roche accumulated extensive experience in the financial services industry. He worked at Gabelli Funds as a Regional Sales Representative from 2013 to 2015 and held the position of Regional Sales Manager at Thornburg Investment Management from 2008 to 2012. He also served as Vice President at Anchor Capital Advisors LLC from 2018 to 2020 and as a Financial Advisor at Oppenheimer & Co. Inc. from 2012 to 2013.
Educational Background and Certifications
John Roche studied at the Quinlan School of Business at Loyola University Chicago, where he earned a Bachelor of Science degree in Finance. He furthered his education at the College for Financial Planning, achieving the Certified Financial Planner (CFP) designation. Additionally, he holds the Certified ETF Advisor (CETF) designation, underscoring his expertise in exchange-traded funds.
Professional Philosophy and Approach
John Roche is passionate about helping clients invest in a manner that promotes peace of mind. He emphasizes the importance of using investment products that clients truly understand. At R Cubed, he focuses on providing solutions rather than merely selling products, reflecting a commitment to a client-first approach.
Industry Relationships and Networking
Throughout his career, John Roche has developed strong relationships and friendships within the financial services industry. His roles as a Financial Advisor, Product Specialist, and Wholesaler have allowed him to build a robust network, which he leverages to enhance client engagement and service delivery.