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Raymond Pedrick, CRPS®

Raymond Pedrick, CRPS®

Investment & Retirement Plan Analyst

“My perfect day would be waking up in a villa by the Amalfi coast. I’d walk down to the beach and just soak up the amazing view. There would be a bottle of Chianti red wine to the left of me, and a fresh pizza on the right with prosciutto and mozzarella. After the beach, I’d grab dinner with friends at an amazing restaurant. There would be a traditional Italian four course meal with the main dish of fresh spaghetti ai fruitti di mare, and then we’d finish the night by dancing up a storm at a great night club by the ocean.”

 

Raymond Pedrick is our Investment and Retirement Plan Analyst. As an SFP Wealth Investment Committee Team member, Ray assists our Advisors with client portfolio management, fund allocations, investment research and trading. He also manages some of our Retirement Department functions including the invest fund analyzers and pricing analytics, ensuring that all retirement plans receive the best value for their plan type.

Raymond joined SFP Wealth in June of 2015 and handled Marketing and Operations before transitioning into the role of Practice-Manager of Investments, where he managed all investments, new business and servicing.  Ray holds his Series 7, Series 63, and Producers Life, Accident and Health or Sickness licenses in the state of Massachusetts.

He graduated in May of 2015 with dual degrees from the University of Massachusetts, Amherst with a BBA in Business Administration in Finance from the Isenberg School of Management, a BA in Italian Studies and a minor in Economics.

Outside of the office, Raymond enjoys athletic activities, going to concerts, singing karaoke, traveling, cooking with family and hanging out with friends. He likes to keep busy and is always looking for a new challenge!