Rick Roche, CAIA, is the Director of Client Engagement and Content Curator at Wealth Effects, where they advocate for Social Security optimization. They founded Roche Invest AI, LLC in 2018, focusing on the integration and promotion of AI and machine learning in investment management. Previously, they served as Managing Director at Roche Securities Sales from 1993 to 2014 and have been a Managing Director at Little Harbor Advisors, LLC from 2013 to 2025. Rick Roche studied History at the University of Dayton and attended Holy Spirit High School in Absecon, NJ.
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