Daniel Wallick in

Daniel Wallick

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Managing Partner and Chief Investment Officer at Wallick Investments, LLC
📍 Lexington County, South Carolina, United States

Daniel is the Managing Partner and Chief Investment Officer of Wallick Investments, LLC, the firm he founded in 2005. A Phi Beta Kappa graduate from the University of South Carolina in Finance and Economics, he leverages a quantitative approach to investment management, with prior experience at Merrill Lynch.

His professional work is deeply integrated with his personal faith. Daniel is a vocal advocate for Biblically Responsible and Catholic investing principles, frequently collaborating with other leaders in the faithful investing community to promote investment strategies that align with Christian values.

He developed the Fidelis 100 Index, which uniquely combines evidence-based investment science with Christian faith-based screening.

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Experience
32 Years
Current Role
Managing Partner and Chief Investment Officer
Job Level
Leadership
Location
Lexington County, South Carolina, United States
Personality Overview

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Priorities

Topics Daniel cares about

Faith-Based Investing
He is a passionate advocate for Biblically Responsible and Catholic investment principles, creating the Fidelis 100 Index to align with these values.
Quantitative Analysis
His firm's investment strategy is explicitly based on a quantitative security selection process to manage portfolios for individuals and institutions.
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Career

Work history

6-2005
Managing Partner and Chief Investment Officer
Wallick Investments, LLC
6-2003 - 6-2005
Investment Representative
South Carolina Bank and Trust
1-2001 - 5-2003
Financial Consultant
Merrill Lynch
1-1994 - 12-2000
Accounting Manager
Palmetto GBA
1994 - 2001
Accounting Manager
BCBSSC
In the press

Media appearances

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Education
1989 - 1991
Bachelor of Science (B.S.)
University of South Carolina
Social presence
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Behavioral profile

DISC profile (public)

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