Wallick Investments welcomes Marc L. Murray, principal and senior portfolio manager

COLUMBIA, SC  – Nationally-ranked Wallick Investments, LLC, SC-based Registered Investment Advisory firm, announced that Mr. Marc L. Murray has joined our team as principal and 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: 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 of America, 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.

Wallick Investments’ is honored to have Mr. Murray continuing our tradition of exceptional national performance and customer service. Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. As a member of the CFA Institute, Wallick Investments accepts fiduciary responsibility for their clients’ accounts. Our strategies are available to individuals (IRA, joint, individual, trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For more information, contact Wallick Investments at 803-699-9400 or visit wallickinvestments.com.