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Dave Khalil | Wealth Enhancement Group

Dave Khalil

Vice President, Financial Advisor & Compliance Manager


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 merger. Dave is a CFA charter holder and earned a BA in Economics from Ohio Wesleyan University in 1981, and an MBA from The William E. Simon Graduate School of Business Administration at the University of Rochester in 1989.

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.

  • BA - Economics, Ohio Wesleyan University
  • Chartered Financial Analyst®

Dave serves our clients at our Pittsford, NY office.

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