L-r: Wade Stinnette, Dan Wallick, Susan Wallick and Jake Wallick
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, is a member 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 three sons: Jacob, Zachary and Samuel. In addition to investment research, his hobbies include: running, reading, fishing, tennis and golf. Dan is a member of the CFA Institute.
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.
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 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). Formally joining Wallick Investments in August of 2013 and later becoming a partner in 2017, her chief responsibility is public relations. Active with family, church and her community, Susan enjoys cheering on the University of South Carolina with Dan, where sons Jake and Zach have matriculated. They also support Belmont Abbey College, where their youngest son, Samuel attends Honors College majoring in Economics. Susan’s talents include photography, calligraphy, illustration and painting.
803-661-6053 • 803-479-6030 cell
Jacob D. Wallick, Jr. Portfolio Manager • Managing Partner Associate
Jake Wallick is a 2016 honors graduate from The University of South Carolina's Darla Moore School of Business with a degree in Finance and Management, and directed study in Biology. While at USC, he was Japan Club treasurer and an active participant in the student led Carolina Fund. His career experience includes working as a financial analyst intern with Wallick Investments and as a transaction accountant supporting global markets with Deutsche Bank Corporate Finance Department in Jacksonville, FL. In July of 2017, Jake joined Wallick Investments formally. He is an Eagle Scout and passionate about nutrition and exercise. In addition to his investment studies, he enjoys swimming, running, sailing, soccer, keeping up with friends, and spending time with family. Jake has passed the CFA Institute Level II exam.
803-699-8828 • 803-422-8905 cell