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Susie Wang, (王莹） Cfa, Scr Email & Phone Number

Senior Investment Professional, Sustainability and Climate Risk Certified, helping clients solving complex investment challenges at Balentine
Location: Atlanta, Georgia, United States 6 work roles 2 schools
1 work email found @dacapitalsc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Balentine
Role
Senior Investment Professional, Sustainability and Climate Risk Certified, helping clients solving complex investment challenges
Location
Atlanta, Georgia, United States
Company size
41 employees

Who is Susie Wang, (王莹） Cfa, Scr? Overview

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Susie Wang, (王莹） Cfa, Scr is listed as Senior Investment Professional, Sustainability and Climate Risk Certified, helping clients solving complex investment challenges at Balentine, a company with 41 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at dacapitalsc.com and a matched LinkedIn profile for Susie Wang, (王莹） Cfa, Scr.

Susie Wang, (王莹） Cfa, Scr previously worked as Director, Investment Strategy Team at Balentine and Chief Investment Officer at Dividend Assets Capital, Llc. Susie Wang, (王莹） Cfa, Scr holds Master Of Business Administration (Mba) from Georgia Southern University.

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Email format at Balentine

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*@dacapitalsc.com
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AeroLeads found 1 current-domain work email signal for Susie Wang, (王莹） Cfa, Scr. Compare company email patterns before reaching out.

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Profile bio

About Susie Wang, (王莹） Cfa, Scr

Senior Investment Executive with deep expertise in asset management and product development for both institutional and private clients. A highly energetic, self-reliant person with deep intellectual curiosity and broad international experience. Promoted into a senior leadership role with over a decade of non-interrupted experience. Perform in-depth research on multi-assets and manage through the investment product life cycle. A strong promoter of team diversity and supports them in tough times of market volatility.---------------------------------------Additional expertise includes:Asset Class ForecastingBottom-Up/Top-Down/Quantitative & Fundamental Investment TechniquesComplex ModellingCross-Team/Cross-Division CollaborationData SynthesisRisk ManagementInvestment and Performance ReportingPortfolio Construction/Strategy backtesting & perform stress testTeam Build/ManagementProficient with Bloomberg, FactSet, and excel for investment analysisMS Office *Excel- Bloomberg and FACTSET

Listed skills include Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, and 32 others.

Current workplace

Susie Wang, (王莹） Cfa, Scr's current company

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Balentine
Balentine
Senior Investment Professional, Sustainability and Climate Risk Certified, helping clients solving complex investment challenges
atlanta, georgia, united states
Website
balentine.com
Employees
41
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6 roles

Susie Wang, (王莹） Cfa, Scr work experience

A career timeline built from the work history available for this profile.

Director, Investment Strategy Team

Current
Balentine

Atlanta, Georgia, United States

May 2022 - Present

Chief Investment Officer

Dividend Assets Capital, Llc

United States

Lead equity investment strategies and guidance portfolios models. Direct equity research support for both internal portfolio managers and external financial advisors with customized or non-discretionary equity holdings across all DAC channels. Oversees investment process, provides input and collaborates with the portfolio team on issues related to.

Jan 2021 - Apr 2022

Co-Chief Investment Officer, Director Of Investment Strategies, Portfolio Manager

Dividend Assets Capital, Llc

Ridgeland, South Carolina

Mar 2019 - Jan 2021

Director Of Energy & Mlp Strategy * Assets & Portfolio Manager

Dividend Assets Capital, Llc

Ridgeland, SC

Co-manage a multi-billion Dividend Growth Fund’s Master Limited Partnerships (MLPs Strategy), which entails portfolio construction, monitoring, and positioning. Serve as a voting member of the Management, Investment, and Assets Allocation Committees.

Jan 2017 - Mar 2019

Director Of Equity Research * Assets & Portfolio Manager

Dividend Assets Capital, Llc

Focus on U.S and International equities and U.S Energy Master Limited Partnerships. Co-multi billion mutual fund manager since 2012 to March/2018

Nov 2011 - Jan 2017

Rsearch Analyst

Dividend Assets Capital, Llc

Focus U.S and International equities have long-term track record of dividend growth as well as Energy Master Limited Partnership.

Jun 2008 - Nov 2011
Team & coworkers

Colleagues at Balentine

Other employees you can reach at balentine.com. View company contacts for 41 employees →

MS Mitchell Spearman Mitchell Spearman Colleague at Balentine Austin, Texas, United States, United States View → MI Michael Imber Michael Imber Colleague at Balentine Atlanta, Georgia, United States, United States View → MG Matthew Gilbert Matthew Gilbert Colleague at Balentine Marietta, Georgia, United States, United States View → EB Emily Barbour Emily Barbour Colleague at Balentine Atlanta, Georgia, United States, United States View → SP Sovannary Peou Sovannary Peou Colleague at Balentine United States, United States View → HS Hayley Swift Hayley Swift Colleague at Balentine Sterling, Virginia, United States, United States View → MC Megan Cordell Megan Cordell Colleague at Balentine Atlanta, Georgia, United States, United States View → CD Clifton Dortch Clifton Dortch Colleague at Balentine Atlanta Metropolitan Area, United States View → AS Alexa Svensson Alexa Svensson Colleague at Balentine Atlanta Metropolitan Area, United States View → JW Joshua Wallace Joshua Wallace Colleague at Balentine Athens, Georgia, United States, United States View →
2 education records

Susie Wang, (王莹） Cfa, Scr education

Master Of Business Administration (Mba)

Georgia Southern University

Activities and Societies: Member of Cultural Embassador & International Performance Teams

Bachelor Of Science (Bs), Business Administration

Northwood University – Montreal, Switzerland
FAQ

Frequently asked questions about Susie Wang, (王莹） Cfa, Scr

Quick answers generated from the profile data available on this page.

What company does Susie Wang, (王莹） Cfa, Scr work for?

Susie Wang, (王莹） Cfa, Scr works for Balentine.

What is Susie Wang, (王莹） Cfa, Scr's role at Balentine?

Susie Wang, (王莹） Cfa, Scr is listed as Senior Investment Professional, Sustainability and Climate Risk Certified, helping clients solving complex investment challenges at Balentine.

What is Susie Wang, (王莹） Cfa, Scr's email address?

AeroLeads has found 1 work email signal at @dacapitalsc.com for Susie Wang, (王莹） Cfa, Scr at Balentine.

Where is Susie Wang, (王莹） Cfa, Scr based?

Susie Wang, (王莹） Cfa, Scr is based in Atlanta, Georgia, United States while working with Balentine.

What companies has Susie Wang, (王莹） Cfa, Scr worked for?

Susie Wang, (王莹） Cfa, Scr has worked for Balentine and Dividend Assets Capital, Llc.

Who are Susie Wang, (王莹） Cfa, Scr's colleagues at Balentine?

Susie Wang, (王莹） Cfa, Scr's colleagues at Balentine include Mitchell Spearman, Michael Imber, Matthew Gilbert, Emily Barbour, and Sovannary Peou.

How can I contact Susie Wang, (王莹） Cfa, Scr?

You can use AeroLeads to view verified contact signals for Susie Wang, (王莹） Cfa, Scr at Balentine, including work email, phone, and LinkedIn data when available.

What schools did Susie Wang, (王莹） Cfa, Scr attend?

Susie Wang, (王莹） Cfa, Scr holds Master Of Business Administration (Mba) from Georgia Southern University.

What skills is Susie Wang, (王莹） Cfa, Scr known for?

Susie Wang, (王莹） Cfa, Scr is listed with skills including Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, Corporate Finance, Mutual Funds, Alternative Investments, and Investment Strategies.

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