Wallick Investments welcomes Wade Stinnette, principal and senior portfolio manager
April 1, 2015
COLUMBIA, SC – Nationally-ranked Wallick Investments, LLC, SC-based Registered Investment Advisory firm, is proud to announce that Mr. J. Wade Stinnette, Jr., longtime member of the Columbia community, has joined our team as principal and 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, 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.
Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. Wallick Investments’ is honored to have Mr. Stinnette continuing this tradition of exceptional national performance and customer service.
As a member of the CFA Institute, Wallick Investments accepts fiduciary responsibility for their clients’ accounts. WI strategies are available to individuals and trust accounts (IRA, joint or individual), pensions (401K) foundations, endowments and other non-affiliated advisors (50K minimum). For more information, contact Wallick Investments at 803-699-9400 or visit wallickinvestments.com.
