OUR TEAM

Rick Davidman’s skills at investing were evident as far back as his mid-teen years when he was crowned stock-picking champion at The Bronx High School of Science. He has continued to hone those investing skills throughout his 40 year career.

His first career after graduating from Wesleyan University in 1984 was as a financial advisor. Since that time, he has developed a niche as an investment specialist and market strategist who aims to help clients maximize their wealth in all market environments.

Prior to establishing Davidman Financial Network in 2020, Rick was Senior Vice President at Element Financial Group, a branch manager for LPL Financial and, before that, Investment Specialist for New England Financial’s New York office.

Investments have not been the only passion that Rick has cultivated over the years. As owner of DFN Gallery, Rick represented the work of established contemporary artists and became recognized as a valuable resource in the creative community. His galleries in SoHo, TriBeCa, Chelsea, and on the Upper East Side were highly respected by artists, critics, and collectors.  Rick continues to host exhibitions at DFN Projects at 41 East 57th Street and also curates shows at public venues on a regular basis. Additionally, he serves on the Board of Trustees for the New York Academy of Art.  

Rick’s immersion in the art world has led to his bespoke understanding of the financial complexities of those in creative fields. Many of his clients are artists, designers, art consultants, dealers, and architects whom he helps to pursue their long-term financial goals.  

Rick lives on Manhattan's West Side and has two sons, Skyler and Reece. He is a competitive tennis player and golfer.

Zach's diverse background spans both the nonprofit sector and financial planning. After spending years working with non-governmental organizations and foundations, he transitioned to a career as a Commonwealth-affiliated advisor a decade ago. His expertise centers on helping clients across various stages of life to build retirement plans which are aligned with their unique goals. Zach’s approach focuses on simplifying complex financial concepts and providing clear advice to alleviate clients' financial anxieties.

Outside of work, Zach enjoys playing basketball on the Upper West Side, where he lives with his wife and son. He obtained a BA in History and Spanish from Indiana University, followed by an MA from Georgetown University’s School of Foreign Service. Zach also brings a unique international perspective, having served as a Peace Corps volunteer in Romania from 2003-2005. Additionally, he holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.

Lisa’s background as a teacher and an artist has made her a clear communicator and creative thinker who is able to provide the best possible service for our clients. Her positive attitude, love of people, and warm disposition make her an essential part of our team. It is always service with a smile from her!

Lisa earned a Masters in Fine Art (MFA) in painting from the New York Academy of Art, where she currently serves as president of the alumni association. In addition to facilitating our clients’ needs, she is a professional artist who exhibits her paintings in numerous galleries throughout the US and Canada. Lisa finds inspiration by immersing herself in different environments and cultures, documenting the changes happening on our planet and the resulting impact on communities.

When not in the office, Lisa can be found (but not easily) outdoors: hiking or painting. A Hudson Valley native, she currently resides on the Upper East Side of Manhattan and maintains an art studio on the Lower East Side. You can learn more about her art at www.lisalebofsky.com