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Team of Professionals
  Harold Davidson, DBA, CRA
 

President

 

With more than 40 years experience in investment management, real estate research and real estate investment, Dr. Davidson is uniquely qualified to provide exceptional leadership to Harold Davidson & Associates, Inc. He is responsible for establishing the firm's distinctive position in both securities and investment real estate. In addition, he oversees each client portfolio to ensure a tailored investment strategy is maintained. Harold Davidson received a doctorate in finance and urban land economics from the University of Southern California and is a former Professor of finance and urban land economics at both USC and UCLA. Through his tenure in the financial industry, Dr. Davidson has been widely published. Dedicated to community service, he is affiliated with numerous professional, academic and charitable associations.

   
  Craig E. Farkas
 

CFP, Vice President

 

Mr. Farkas has been associated with Harold Davidson & Associates, Inc. for over 25 years. He is a Certified Financial Planner and has significant experience in real estate finance and asset management. Mr. Farkas is actively involved in financial planning and real estate asset management on behalf of clients. He holds an MBA in Finance, a Master of Real Estate Development as well as a BS in Real Estate Finance from the University of Southern California. He also serves actively with numerous charities.

   
  Gillian F. Goldman
 

Portfolio Manager

 

Ms. Goldman has been associated with Harold Davidson & Associates Inc. for nearly 20 years. She is a Portfolio Manager, Client Service Representative, Securities Analyst and Securities Trader at Harold Davidson & Associates. She holds a Master of Business Administration in Management from the University of San Francisco and a Bachelor of Science in Financial Services with Honors, including a minor in Economics, from St. Mary's College. Ms. Goldman is a member of the CFA Institute and the CFA Society of Los Angeles.

   
  Gina Gamboa
 

Chief Compliance Officer

 

Gina has over 15 years experience assisting in the financial and investment management industry. Her experience includes office management, bookkeeping and diverse administrative functions. Gina is our Chief Compliance Officer.

   
  Susan Cohen
 

Controller, Office Manager

 

Susan has over 25 years of accounting experience. She served as controller of the Performing Arts Network for over 17 years. Susan is a graduate of the University of Miami with a Bachelor of Science degree in Accounting.

   
  Doreen Ferritto
 

Executive Assistant to the President & Client Liaison

 

Doreen has over 20 years experience in investment banking, most recently working as the Client Service Manager for a team of retirement planners. Doreen is responsible for handling client requests and communications and organizing special events for the firm. She is a graduate of Pepperdine University with a degree in Liberal Arts.

   
  Michele Nelson
 

Portfolio Administrator

 

Michele has over 25 years experience assisting in the financial and investment management industry. Her experience includes portfolio administration, bookkeeping and diverse administrative functions. She is a graduate of Mt. St. Mary's University with a degree in Liberal Arts.

   
  Wayne Schulman
 

Portfolio Administrator

 

Wayne is responsible for administrative operations and client servicing. He has over 25 years experience in the business. Specializing in client liaison relations, Wayne works closely with outside brokerage firms to ensure satisfactory and accurate client reporting.

 

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