Susie Wang, CFA, SCR

Director Investment Strategy Team

Partner

Principal

Susie Wang, CFA, SCR, is a Director on the Investment Strategy Team (IST) at Balentine. In this role, she builds out and iterates upon our unique investment strategies. Susie joined Balentine in 2022 and has over a decade of experience in the investment industry in multiple investment and leadership roles. Prior to joining Balentine, Susie was Chief Investment Officer and Director of Investment Strategy for Dividend Assets Capital, LLC in Ridgeland, South Carolina, where she also served as Mutual Fund Manager for Goldman Sachs Asset Management.

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Susie is a graduate of Northwood University in Montreal, Switzerland, where she earned a Bachelor of Science in Business Administration. Later, she earned her MBA from Georgia Southern University. Susie holds Chartered Financial Analyst and Certified Sustainability and Climate Risk Professional licensures.

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Education

MBA, Georgia Southern University

BS, Northwood University (Business Administration)

Experience

Chief Investment Officer & Director of Investment Strategies, Dividend Assets Capital, LLC

Professional affiliations & awards

Chartered Financial Analyst^® (CFA)

Sustainability and Climate Risk Certificate (SCR)

Global Association of Risk Professionals

Community involvement

Advisory Member, Agnes Scott College Financial Success Committee, Investment Subcommittee

Member, CFA® Institute

Member, CFA® Society of Atlanta

Member, Chartered Alternative Investment Analyst (CAIA) Association

Member, Global Association of Risk Professionals (GARP)

Speaker, South Carolina Business Review Radio

Q&A

How and why did you get into this business?

I was fortunate to spend a summer as an intern with Thomas W.L. Cameron, a pioneer of dividend growth investing. I was inspired by his passion to serve clients and the discipline required to sustain a long-term investment strategy.

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How does your role fit in the big picture of serving clients?

I have served many investment and asset management roles in my career. One thing I believe is that all roles are interconnected and no matter what role I hold, our team works together to serve clients and create the excellent experience they deserve.

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What inspires you to come to work each day?

I am passionate about investment and drawn to the challenging and rewarding aspects of the work. Building a professional edge is a lifelong pursuit, and it requires highly effective processes and intuition. It is rewarding to know that our work and our decisions help clients get closer to their financial goals.

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What do you like to do in your downtime away from work?

To spend quality time with my family, serve our community and learn something new.

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