Dave Khalil
Vice President, Financial Advisor
CFA®
Contact Dave
Team Office
Dave’s Locations
Pittsford, NY 14534 (585) 218-2060
About Dave
Dave was a Partner with Chase Lincoln Capital Advisors, where he managed both large cap and small cap mutual funds and common trust funds with combined assets exceeding $300 million. Dave began his career in 1982 with Howe & Rusling, where he was the Manager of Equity Research. He joined Wealth Enhancement Group in 2021 through the QCI acquisition. In his spare time, he enjoys playing golf, and spending time with his wife, Mary, and three children. He is also on the Board of Delphi Drug and Alcohol Council where he is the current Board Chairman emeritus.
Education
- BA, Economics, Ohio Wesleyan University, MBA, The William E. Simon Graduate School of Business Administration at the University of Rochester
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