Steven F. Wickline, CFA®
Senior Portfolio Manager
Senior Vice President
Daniel Island, SC
Steven F. Wickline, CFA®
Steven is a Senior Portfolio Manager for SouthState in the Daniel Island Private Wealth office. In his role, he is focused on developing investment strategy and constructing investment portfolios to meet client objectives. In addition, he is a member of SouthState Advisory’s Investment Committee.
Steven attended the University of Lynchburg where he obtained an undergraduate degree in business, a Master of Education, and proudly represented the Hornets on the baseball field. Prior to joining SouthState in 2024, he spent 18 years in various investment-related roles including portfolio management and alternative investments. He is also board member for the Charter Financial Analyst Society of South Carolina and The Formation Project.
Steven lives on Daniel Island with his wife and seven kids. Outside of work, he enjoys surfing, training for marathons, and supporting his kids in their various academic and athletic endeavors.
Steven attended the University of Lynchburg where he obtained an undergraduate degree in business, a Master of Education, and proudly represented the Hornets on the baseball field. Prior to joining SouthState in 2024, he spent 18 years in various investment-related roles including portfolio management and alternative investments. He is also board member for the Charter Financial Analyst Society of South Carolina and The Formation Project.
Steven lives on Daniel Island with his wife and seven kids. Outside of work, he enjoys surfing, training for marathons, and supporting his kids in their various academic and athletic endeavors.
Certifications
- Chartered Financial Analyst®
Education
- University of Lynchburg – Business Administration, 2007
- University of Lynchburg – Master of Education, 2009
Important Legal Disclosures and Information
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
