Vick Khoboyan

Portfolio Manager-Equities at

Harold Davidson & Associates, Inc.

Finance

Consumer Services

Profile

Mr. Vick Khoboyan is a Senior Portfolio Manager at Harold Davidson & Associates, Inc. He has been an equity analyst and portfolio manager for over 27 years.
Mr. Khoboyan was previously employed as a Portfolio Manager & Director of Investments by Gries Financial LLC and a Vice President & Equity Manager by First Western Capital Management Co. He holds a Master of Business Administration in Finance from Loyola Marymount University, and a Bachelor of Science in Finance from California State University Northridge.

Vick Khoboyan active positions

Companies	Position	Start
Harold Davidson & Associates, Inc. Harold Davidson & Associates, Inc. Investment ManagersFinance HDA’s managed accounts are individually tailored to the client’s needs. The firm invests in stocks, bonds and mutual funds.	Portfolio Manager-Equities	2024-01-31

All active positions of Vick Khoboyan

Former positions of Vick Khoboyan

Companies	Position	End
Gries Financial LLC Gries Financial LLC Investment ManagersFinance Gries Financial Partners develops a tailored investment strategy for each client designed specifically to address the client directed trade-off between risk and return. The firm seeks to maximize the risk-return equation in order to reach the client’s return goals with low volatility and downside protection through diverse asset allocation and diligent investment manager selection within asset classes.	Director of Research - Equity	2023-02-28
First Western Capital Management Co. First Western Capital Management Co. Investment ManagersFinance FWCM employs sophisticated planning strategies and institutional-quality investments to customize a portfolio based on client’s goals as well as their investment objectives, risk tolerance, and liquidity needs. The firm tailors an investment portfolio based on a long-term investment management philosophy and an understanding of risk that’s rare in this business. Their methodology combines top-down and bottom-up analysis to determine sectors and securities that they believe offer the most attractive risk-adjusted returns over complete market cycles.	Analyst-Equity	2021-03-31

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Linked companies

Private companies	5
Gries Financial LLC Gries Financial LLC Investment ManagersFinance Gries Financial Partners develops a tailored investment strategy for each client designed specifically to address the client directed trade-off between risk and return. The firm seeks to maximize the risk-return equation in order to reach the client’s return goals with low volatility and downside protection through diverse asset allocation and diligent investment manager selection within asset classes.	Finance
California State University-Northridge California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Loyola Marymount University Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
First Western Capital Management Co. First Western Capital Management Co. Investment ManagersFinance FWCM employs sophisticated planning strategies and institutional-quality investments to customize a portfolio based on client’s goals as well as their investment objectives, risk tolerance, and liquidity needs. The firm tailors an investment portfolio based on a long-term investment management philosophy and an understanding of risk that’s rare in this business. Their methodology combines top-down and bottom-up analysis to determine sectors and securities that they believe offer the most attractive risk-adjusted returns over complete market cycles.	Finance
Harold Davidson & Associates, Inc. Harold Davidson & Associates, Inc. Investment ManagersFinance HDA’s managed accounts are individually tailored to the client’s needs. The firm invests in stocks, bonds and mutual funds.	Finance