​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 in 2006 to Wildewood Business Park in Northeast Columbia and in 2018, to downtown Columbia. Dan is active in the church, former chair of the South Carolina Christian Chamber of Commerce in Columbia and serves on the investment committee for the Roman Catholic Diocese of Charleston. He enjoys spending time with his wife Susan and their growing family: Jacob, Samuel, Zachary, his wife, Hannah and granddaughters. In addition to investment research, his hobbies include: running, reading, fishing, tennis and golf. Dan is a member of the Chartered Financial Analyst® Institute.
DanWallick@WallickInvestments.com
803-699-9400 • 803-422-4305 cell
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.
WadeStinnette@WallickInvestments.com
803-699-5544 • 803-609-0011 cell
Susan H. Wallick, Principal • 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 graphic designer for Lutheran Theological Southern Seminary where the Alumni magazine 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 business and education accounts like 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). Formally joining Wallick Investments in August of 2013 and later becoming a partner in 2017, her chief responsibility is design and communications. Susan enjoys cheering on USC with Dan and her Mom and Dad (also an alum), and where the rest of the family also earned their degrees: Jake, (Bachelor of Science, Business and Notre Dame MBA), Zach (USC Honors College and Masters, Mechanical Engineering), his wife, Hannah (Bachelors of Science, Nursing) and Samuel (USC Honors College and Masters, Certified Managerial Accounting). Susan enjoys being outside, artistic projects and time with family.
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SusanWallick@WallickInvestments.com
803-479-6030 cell
