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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 granddaughter, Maeve. In addition to investment research, his hobbies include: running, reading, fishing, tennis and golf. Dan is a member of the Chartered Financial Analyst® Institute.

803-699-9400 • 803-422-4305 cell

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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

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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 the University of South Carolina with Dan and her Mom and Dad (also an alum), where sons, Jake, soon beginning an MBA at Notre Dame, and Zach (now a USC PhD candidate) and his wife, Hannah, also earned their degrees, and where youngest son, Samuel, a recent USC Honors College grad is working on a Masters in Certified Managerial Accounting. Susan enjoys artistic projects and entertaining granddaughter, Maeve.

803-661-6053 • 803-479-6030 cell

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Jacob D. Wallick, CFA • Portfolio Manager and Managing Director, Wallick Institutional

Jacob D. Wallick is now a CFA charterholder. While continuing to work part-time for Wallick Investments, Mr. Wallick will also begin a yearlong onsite Masters in Business Administration with Mendoza College of Business at Notre Dame University in May 2023. 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, he served as Japan Club treasurer and was 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. He enjoys camping, chess, swimming, running, sailing, soccer, keeping up with friends, and spending time with family.

803-699-8828 • 803-422-8905 cell
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Lisa S. Breese • Community Relations Coordinator

A graduate of the University of South Carolina, Mrs. Lisa S. Breese began her career at SCANA in marketing for Charleston and Columbia. During her tenure, she represented SCANA at Home Shows, Career Fairs, participated in the Speakers Bureau and worked with residential, commercial and industrial customers. After 15 years at SCANA, and dedicated time raising her family, Mrs. Breese returned to the workforce as an Accounting Specialist III at SC Farm Bureau. From there, she served as Coordinator of healthcare training for physicians and nurses at Palmetto Health in the Simulation Center— formation which led Mrs. Breese to a career at the USC School of Medicine as a Continuing Medical Education Coordinator. She was promoted within the hospital to Manager of Volunteer Services where onboarding, training and working with hospital volunteers of all ages became a passion. At the same time, Mrs. Breese managed two gift shops at Prisma Health Richland Hospital and Prisma Health Children’s Hospital. After the pandemic, Mrs. Breese began working as the Operations Manager of the Greater Cayce West Columbia Chamber of Commerce and Visitor Programs where she enjoyed promoting the local municipalities and businesses, as well as creating events and working with the Chamber members. This position was especially rewarding as generations of her family have resided in these cities. Her favorite hobby is enjoying time with her husband, children and grandchildren.

803-661-6053 • 803-331-7824 cell

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