Profil
Mr. David F.
Khalil, CFA MBA, is a Chief Compliance Officer & Portfolio Manager at QCI Asset Management, Inc.
Prior to joining the firm in 1992, he 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.
He began his career in 1982 with Howe & Rusling, where he was the Manager of Equity Research.
He is a CFA charterholder 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.
Anciens postes connus de Dave Khalil
| Sociétés | Poste | Fin |
|---|---|---|
QCI Asset Management, Inc.
 QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Compliance Officer | 10/12/2021 |
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Directeur de la Recherche - Actions | - |
Formation de Dave Khalil
| Ohio Wesleyan University | Undergraduate Degree |
| Rochester Christian University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
QCI Asset Management, Inc.
QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Finance |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Finance |
