Team of Professionals

Harold Davidson, DBA

President

With more than 40 years experience in investment management, real estate research and 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

Craig has been associated with Harold Davidson & Associates, Inc. for nearly 30 years. He is a Certified Financial Planner and has significant experience in real estate finance and asset management. Craig is actively involved in financial planning, portfolio management, real estate investments and 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. Craig actively volunteers with numerous charities.

Gillian F. Goldman

Vice President-Portfolio Manager

Gillian has been associated with Harold Davidson & Associates Inc. for nearly 20 years. She is a Vice President-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. Gillian is a member of the CFA Institute and the CFA Society of Los Angeles.

Gina Gamboa

Chief Compliance Officer

Gina has over 18 years experience in the financial and investment management industry. Her experience includes corporate compliance, client relationship oversight, corporate accounting, office management and diverse administrative functions, all at Harold Davidson & Associates.  Attended UCLA for further education in investment logistics.

Susan Cohen

Controller, Office Manager

Susan has over 35 years of accounting experience. She has served as Harold Davidson & Associates Controller for over 18 years.  She previously served as controller of the Performing Arts Network for over 17 years . She 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 the investment banking and investment counseling industry, including over 15 years with Harold Davidson & Associates. 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, including over 14 years with Harold Davidson & Associates. Her experience includes client services, portfolio administration, bookkeeping and diverse administrative functions. She is a graduate of Mt. St. Mary’s University with a degree in Liberal Arts.