"> Wallick_Investments

Dan Wallick Clockwise left to right.

Daniel Wallick, Managing Partner • Chief Investment Officer

Daniel Wallick is a 1991 Phi Beta Kappa Honors graduate from the University of South Carolina with a degree in Finance and Economics and post-graduate work in accounting. His career experience includes accounting and management at Blue Cross and Blue Shield of South Carolina, and brokerage at Merrill Lynch and South Carolina Bank and Trust. In June of 2005, he launched Wallick Investments, LLC in Camden, SC, moving a year later to Wildewood Business Park in Northeast Columbia. Dan is active at church, is a board member for the South Carolina Christian Chamber of Commerce and serves on the investment committee for the Roman Catholic Diocese of Charleston. Dan enjoys spending time with his wife Susan and their three sons: Jacob, Zachary and Samuel. In addition to investment research, his hobbies include: soccer, running, reading, fishing, tennis and golf. Dan is a member of the CFA Institute.

Marc L. Murray, Principal • Senior Portfolio Manager

Marc Murray is a 1994 MBA graduate of New York University’s Stern School of Business and a recipient of the Honors in Economics, B.A. degree from Colby College. Since 1998, Marc has been a Portfolio Manager and marketing leader on some of the highest performing and top-ranked investment management teams in the US. These have included: a Fir Tree Partners, L.P. Hedge Fund spin-off; Morgan Stanley’s US Strategic Equity Portfolio Group -- highly ranked year in, year out by Barron’s; and The Rising Dividend Growth Fund, a 5-Star Morningstar mutual fund, purchased by Goldman Sachs in 2012. Prior to joining Wallick Investments, Marc was one of a small number of Global Regional Vice Presidents for Fisher Investments, with a particular focus on the Carolinas. In addition to managing equity portfolios, Marc has a strong credit and fixed income background, having excelled in The Bank of New York’s Credit Training Program and as a member of the prestigious Financial Management Program (FMP) at G.E. From a wealth management perspective, he has extensive experience maintaining long-term relationships with high net worth individuals and institutional representatives. One specialized arena of expertise there is his record of establishing and nurturing relationships with attorneys, CPAs, family offices, and other trusted institutions/Advisors who direct large pools of investments for demanding, performance-oriented clients. When not investing, Marc enjoys theater, art, golf, soccer, basketball, church and the outdoors. Over the years, Marc has been a significant contributor to the Boy Scouts, adoption organizations, the Widows & Orphans Network, the Navigators Global Mission Group Investment Advisory Committee (IAC), South Carolina’s CFA Society, as an Associate Member, Junior Achievement and the Rotary Club.

Wade Stinnette, Principal • Senior Portfolio Manager

Wade Stinnette is a 1980 graduate with distinction from the Virginia Military Institute
with a Bachelor of Science degree in Chemistry and served six years as a Commissioned
Officer in the United States Marine Corps. He has been working with investment clients
since 1986 and has extensive experience building investment portfolios, implementing
investment plans, monitoring asset allocations, rebalancing portfolios, and providing ongoing communications regarding investment results, outlook, and strategy. Prior to joining Wallick Investments, LLC as Principal and Senior Portfolio Manager, Wade served in various capacities within boutique investment firms, such as Tanglewood Asset Management and The London Company, and at bank asset management departments including Certus Wealth, First Citizens and Wachovia. He is a past Secretary and Treasurer of the CFA Society of South Carolina and has served on the boards of directors of several non-profit organizations. Wade enjoys spending time with his family, gardening, hunting, fishing, and volunteering at his church and in his community. WadeStinette@WallickInvestments.com

Susan H. Wallick, Director • Marketing and Communications

Susan H. Wallick is a 1991 Bachelor of Arts graduate of the University of South Carolina with a concentration in Graphic Design. Her career began as the full time graphic designer for Lutheran Theological Southern Seminary where the Alumni magazine Southern Bulletin was winner of the Associated Church Press Best of Class Award of publications for six consecutive years and Best in Class for Graphic Design. In 1999, she launched her freelance design firm, Salinity Art and her accounts through the years have included: Ben Satcher Ford Motors, Lexington Medical Center, Sporting Classics Magazine, Garage Tek, Richland School District Two and Heathwood Hall Episcopal School (whose newsletter, The Highlander, received the 2006 and 2009 Silver Wing Award presented by the SC Public Relations Society of America). Her talents also include photography, calligraphy, illustration and painting. Formally joining Wallick Investments in August of 2013, her chief responsibility is public relations. Susan is active in church and supporting her husband Dan and their three young men, Jake, Zach and Sam. Her hobbies include running, art and reading.

Capital Partner
Columbia, SC

National Rankings Snapshot

Quarterly Commentary


Quarterly Portfolio Review

Performance and Rankings


Money Manager Review
Source Documents

Firm Overview


Our team




CFA Code of Ethics

Composite Disclosure

Data Security

Privacy Policy