Steven F. Wickline, CFA®
Financial Advisor
Steven joined Private Capital Management, LLC (“PCM”) as a Financial Advisor in June 2025 and is a Senior Portfolio Manager for Private Wealth under SouthState Bank (“SouthState”). 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.
Outside of work, Steven enjoys surfing, training for marathons, and supporting his family in various academic and athletic endeavors.
Ready to Reach Out?
Contact Steven by phone at (434) 242-8912 or via email at [email protected]
Back to Our Team