Professional Team

Harold has more than 50 years of experience in investment management, real estate research, and real estate investment and provides visionary leadership to Harold Davidson & Associates. He established the firm’s unique focus on both securities and investment real estate and continues to oversee client portfolios to ensure each investment strategy is carefully tailored to meet individual client objectives.

Harold earned his Doctorate in Finance and Urban Economics from the University of Southern California. He previously was a professor of Finance and Urban Economics at both USC and UCLA. Throughout his career, Harold has been widely published and acted as an expert witness on matters related to finance and real estate.

Committed to community service, Harold is actively involved with numerous professional, academic, and charitable organizations. He currently serves on the boards of Wayfinder Family Services and Luskin Orthopedic Institute for Children and previously served on the board of Zeta Beta Tau Fraternity. Harold has been married for nearly 50 years.

Craig has been with Harold Davidson & Associates for over 35 years and leverages his extensive experience to advise clients on financial planning, wealth management, and real estate strategy. His expertise includes acquisitions and dispositions, financing, and asset management. He previously held roles at Nomura Securities and Heller Financial, focusing on loan origination and underwriting.

He earned a Master of Business Administration (MBA) in Finance, a Master of Real Estate Development (MRED), and a Bachelor of Science (BS) with an emphasis in Real Estate from the University of Southern California. Craig is a Certified Financial Planner™ (CFP®) professional and holds a Certificate in Personal Financial Planning from UCLA.

Craig is actively involved in several charitable organizations. He is married and has two adult children.

Vick brings nearly 30 years of experience as an equity analyst, investment advisor, and hedge fund manager. As Vice President and Chief Investment Officer at Harold Davidson & Associates, he oversees portfolio construction, asset allocation, security analysis, and trade execution across a diverse range of client portfolios.

Vick earned a Master of Business Administration (MBA) in Finance from Loyola Marymount University and a Bachelor of Science in Business Administration from California State University, Northridge. He holds Series 65 and Series 66 licenses.

Outside of his professional responsibilities, Vick is active in the community. He is married and the proud father of twins.

Susan has more than 40 years of accounting experience, including over 25 years as Controller of Harold Davidson & Associates. She previously served as Controller of the Performing Arts Network for more than 17 years.

Susan earned a Bachelor of Science degree in Accounting from the University of Miami.

Doreen has more than 30 years of experience in the investment industry, including serving as Client Service Manager for a team of retirement planners. At Harold Davidson & Associates, she manages client requests and communications and coordinates special events for the firm.

She is a graduate of Pepperdine University with a degree in Liberal Arts.

Michele has more than 40 years of experience in the investment counseling industry. She is responsible for client servicing and provides support across a wide range of portfolio administration and operational functions.

Michele is a graduate of Mount St. Mary’s University with a degree in Liberal Arts.

Stephanie is responsible for client servicing and assists with SEC compliance. She has more than five years of experience in portfolio administration, account reconciliation, and regulatory compliance.

Stephanie graduated from the University of California, Santa Barbara, with a Bachelor of Science (BS) in Financial Mathematics and Statistics. She holds her Series 7, Series 66 licenses, and notary designation. She has also completed the Investment Adviser Core Compliance Program and is currently pursuing her Certified Financial Planner ™ (CFP®) designation.