Meet Our Team
Raymond Panek
Principal/Owner
Ray began his 32 years in financial services as a Retirement Plan Specialist at MFS in Boston, and focused on expanding 401K services & implementation. He then grew his investment and fiduciary expertise at Putnam Investments educating institutional clients in New England from 1995 through 2002. Recognizing the appetite for disciplined risk management and guaranteed protection strategies, he worked with ING Group during the next seven years. In 2009, Ray joined the Wealth Management division of Chittendon Securities to work with individuals, families and small businesses, offering all aspects of investments and insurance. He dedicated 10 years of guidance in financial planning, retirement income strategies, and insurance as Registered Investment Advisor/Broker for People’s Securities, Inc.
From 2019 to 2023, Ray moved to a local independent Registered Investment Advisor firm Estate Planners of New England, where he continued working with his valued clients, while expanding capabilities for them in both insurance and investment solutions.
Today, he is the owner/principal of Odiorne Point Asset Management, LLC providing discipline asset allocation, a well-articulated process, and decisions driven by Macro-Micro Portfolio Architecture™ in Fiduciary Practice since April of 2023, offering a team approach in client service, research, and portfolio design that is customized for each family.
Expertise
– Retirement Income & Estate Planning
Jeffrey Sickler
Chief Compliance Officer/
Financial Advisor
Jeff began his investment career in 1996 as a broker at Prudential Securities. He developed a fiduciary practice in 1997, focusing on defined contribution plans such as 401k, 403b, and 457 plans, while also handling select individual advisory accounts. Jeff saw how herd mentality and institutional inertia and constraints led much of the industry to employ under performing allocation models. As a fiduciary, he was obligated to do better. He became absorbed in the analytics of what did and did not work in in asset allocation. He understood early on that a well-articulated, data-driven process was essential for managing wealth. Without one, the financial advisor was left to follow the herd into mediocrity or worse. By the late 1990s, Jeff had developed his own investment strategy and process, with its innovative Macro-Micro Portfolio Architecture™. It guided his fiduciary practice.
Expertise
– Investment Strategy & Selection
Gregory Lawrence
Investment Advisor
Gregory is a fiduciary with over 30 years experience in the Financial Industry. He is a co-author of The Informed Fed, a book on Federal Benefits. He is the past owner of two Financial Firms and former Senior National Sales Director with Citigroup. Along with being a CFP®, and a ChFEBCSM, Greg holds other multiple financial designations. Greg and his wife Elaine have six children and five grandchildren who live across the United States. Greg's interests include hiking, traveling, reading and sports. Greg is a member of Our Lady of Light Parish and contributes to charities dedicated to feeding the poor.
Expertise
– Retirement Income & Legacy Planning
About Us
At Odiorne Point Asset Management, we collectively share 100 years of experience in financial services to help you achieve your financial goals. Our focus is providing expert asset management, financial planning and estate planning services. Our team of experienced professionals work with you to create a customized plan to meet your unique needs and goals. We are committed to providing you with the highest level of service and delivering results that exceed your expectations.
Our Expertise
Our team of financial planners and asset managers have years of experience in the industry, and are dedicated to staying up-to-date with the latest trends and best practices. We use a comprehensive approach to financial planning, taking into account all aspects of your financial situation to create a plan that is tailored to your needs and goals.
Our Commitment to Results
At Odiorne Point Asset Management, we are committed to delivering results that exceed our clients' expectations. We use a comprehensive approach to financial planning, taking into account all aspects of our clients' financial situation to create a plan that is tailored to their needs and goals. Our team of experienced professionals are dedicated to providing our clients with the highest level of service and delivering results that exceed their expectations.
Our Philosophy
At Odiorne Point Asset Management, we believe that financial planning should be a collaborative process. We work closely with our clients to understand their unique needs and goals, and create a plan that is tailored to their specific situation. We are committed to providing our clients with the highest level of service and delivering results that exceed their expectations.
Our Experience
With years of experience in the industry, the team at Odiorne Point Asset Management has the knowledge and expertise to help our clients achieve their financial goals. We have a proven track record of success, and are dedicated to providing our clients with the highest level of service.