NEW ADDRESS
2118 Lincoln Street, Columbia SC
​Daniel Wallick, Managing Partner • Chief Investment Officer
Dan is a 1991 Phi Beta Kappa honors graduate of the University of South Carolina with a Bachelor of Science degree in finance and business 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. June 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. He is active in church, former chair of SC Christian Chamber of Commerce in Columbia, a member of the investment committee for the Roman Catholic Diocese of Charleston and a member of the Chartered Financial Analyst® Institute. Dan enjoys spending time with his wife Susan and their growing family and fishing.
DanWallick@WallickInvestments.com
803-699-9400 • 803-422-4305 cell
Wade Stinnette, Principal • Senior Portfolio Manager
Wade is a 1980 Bachelor of Science graduate with distinction from the Virginia Military Institute (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 investment experience, serving 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 prior to joining Wallick Investments. 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, with a Bachelor of Arts degree from the University of South Carolina, began her career as graphic designer for Lutheran Theological Southern Seminary where the Alumni magazine was winner of the Associated Church Press Best of Class Award for six consecutive years and Best in Class for Graphic Design. In 1999, she launched her freelance design firm, Salinity Art. Her accounts included Heathwood Hall, whose newsletter, The Highlander, received the 2006 and 2009 SC Public Relations Society of America Silver Wing Award. Formally joining Wallick Investments in 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 most of the rest of the family also earned their degrees. She is chair of the environment at Transfiguration Catholic Church, and Catholic action chair for Transfiguration’s Columbiettes. Susan enjoys time with Dan, family and friends, being outside, and artistic projects.
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SusanWallick@WallickInvestments.com
803-479-6030 cell
Victoria Matise • Investment Advisor Representative
Tori is a 2024 honors graduate from the University of Georgia, where she earned her Bachelor of Business Administration degree in finance. During her time at UGA, she participated in the CFA Ethics Challenge in Atlanta, collaborating with a team to analyze complex ethical scenarios within the finance industry. This experience highlighted her strong commitment to integrity, critical thinking, and responsible decision-making in financial contexts. In her personal time, Victoria enjoys spending time with her family, cooking, weight-lifting, and reading.
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Brandon Williams • Investment Advisor Representative
Brandon, a 2021 honors graduate of Presbyterian College, holds a Bachelor of Science degree in psychology and is an MBA candidate at the University of South Carolina-Aiken, set to graduate August 2025. He’s a former NCAA Division I baseball player at Presbyterian College and two-time team captain. For the past four years, he has served as a coach at a local baseball academy in Columbia, helping young athletes earn college scholarships, while more recently also gaining internship experience with a local wealth management firm. In his free time, Brandon enjoys golfing, fishing, traveling, photography, and spending time with his wife, family, and friends.
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BrandonWilliams@WallickInvestments.com
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