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Samuel K
Series 65
Vancouver, WA
Wide Eye Capital
Samuel Khalil is a financial advisor at Wide Eye Capital in Vancouver, WA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Fisher Investments and Principal Consulting Group. Outside of finance, he works as a Development Analyst for Multnomah County Behavioral Health, focusing on data analytics and reporting. Wide Eye Capital provides customized investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm combines bottom-up equity selection with macroeconomic analysis and employs a range of instruments and strategies, including hedging and derivatives monitoring, to manage client portfolios.
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