Erik Davidson, Dba, Cfa

Erik Davidson, Dba, Cfa Email and Phone Number

Assistant Professor of Finance (Clinical) @ Baylor University
Waco, TX, US
Erik Davidson, Dba, Cfa's Location
Waco, Texas, United States, United States
Erik Davidson, Dba, Cfa's Contact Details

Erik Davidson, Dba, Cfa personal email

n/a

Erik Davidson, Dba, Cfa phone numbers

About Erik Davidson, Dba, Cfa

Dr. Erik Davidson, CFA, CTFA is a finance professor at Baylor University. He also serves as an advisor to Inspire ETFs and as an Instructor / Curriculum Consultant for the American Bankers Association. He provides subject matter expert consulting on wealth and investment management matters as well as behavioral finance topics.Prior to embarking on this second career in academia, Dr. Davidson had a 35-year career in financial services. In 2019, he retired from Wells Fargo Private Bank where he had spent 15 years in various investment leadership roles. His tenure there culminated as the Chief Investment Officer (CIO) where he led an investment team of more than 400 professionals (portfolio managers, research, equity, fixed-income, alternatives, real assets, product, and analytics) who managed more than $200 billion.Prior to Wells Fargo, Dr. Davidson was the co-Founder and co-CEO of Separate Account Solutions, Inc., a technology company that provided separately managed account (SMA) tools and services. Earlier in his career, he led portfolio management for Franklin Templeton Private Client Services and was a bond trading manager for Credit Suisse First Boston in both New York City and Tokyo. His lifelong interest in applying academic theory to investing was formed early in his career when he worked for Dimensional Fund Advisors.Dr. Davidson’s academic research has focused primarily on topics in the field of behavioral finance. His doctoral dissertation was “Investment Choice Architecture in the Age of Robo-Advisors”. His joint paper, “Does Investor Sentiment Affect Market Response to Earnings Restatements?”, was accepted for presentation at the 2018 Queen Mary University of London’s Behavioural Finance Working Group Conference.A very effective communicator, Dr. Davidson is the co-author of "Investing in Separate Accounts" and contributing co-author of "The E-Finance Report", both published by McGraw-Hill. He has written many investment articles, presented at hundreds of investor events, and has been a regularly featured commentator in the media including television (CNBC, Bloomberg, Fox Business, and others), radio and podcast (Bloomberg, Wharton Business, and others), and print (Wall Street Journal, New York Times, Barron’s, Bloomberg, Reuters, Associated Press, and others). Dr. Davidson is an advisory board member for DePaul University’s Driehaus Center for Behavioral Finance as well as for the "Journal of Impact and ESG Investing", a church elder, a Mensa member, an Eagle Scout, a foster care provider, and an active community volunteer.

Erik Davidson, Dba, Cfa's Current Company Details
Baylor University

Baylor University

View
Assistant Professor of Finance (Clinical)
Waco, TX, US
Erik Davidson, Dba, Cfa Work Experience Details
  • Baylor University
    Assistant Professor Of Finance (Clinical)
    Baylor University
    Waco, Tx, Us
  • Baylor University
    Assistant Clinical Professor Of Finance
    Baylor University 2020 - Present
    Waco, Texas, Us
  • Inspire Etfs
    Chief Economic Advisor
    Inspire Etfs 2019 - Present
  • Wells Fargo Private Bank
    Chief Investment Officer (Retired)
    Wells Fargo Private Bank 2004 - 2019
    San Francisco , Ca, Us
  • Separate Account Solutions
    Co-Founder/Co-Ceo
    Separate Account Solutions 2000 - 2004
  • Franklin Templeton
    Managing Director - Templeton Portfolio Advisory Group
    Franklin Templeton 1997 - 2000
    San Mateo, California, Us
  • Credit Suisse
    Director - Mbs/Abs Trading
    Credit Suisse 1987 - 1997
    Zurich, Ch

Erik Davidson, Dba, Cfa Skills

Portfolio Management Investments Wealth Management Asset Management Alternative Investments Trading Asset Allocation Investment Strategies Equities Bonds Leadership Mutual Funds Investment Advisory Hedge Funds Financial Planning Investment Management Fixed Income Strategic Financial Planning

Erik Davidson, Dba, Cfa Education Details

  • Depaul University
    Depaul University
    Behavioral Finance
  • Ucla
    Ucla
    Finance And Investments
  • Waseda University
    Waseda University
    Economics And Japanese Language
  • St. Olaf College
    St. Olaf College
    Economics
  • Salinas High School
    Salinas High School

Frequently Asked Questions about Erik Davidson, Dba, Cfa

What company does Erik Davidson, Dba, Cfa work for?

Erik Davidson, Dba, Cfa works for Baylor University

What is Erik Davidson, Dba, Cfa's role at the current company?

Erik Davidson, Dba, Cfa's current role is Assistant Professor of Finance (Clinical).

What is Erik Davidson, Dba, Cfa's email address?

Erik Davidson, Dba, Cfa's email address is er****@****rgo.com

What is Erik Davidson, Dba, Cfa's direct phone number?

Erik Davidson, Dba, Cfa's direct phone number is +183124*****

What schools did Erik Davidson, Dba, Cfa attend?

Erik Davidson, Dba, Cfa attended Depaul University, Ucla, Waseda University, St. Olaf College, Salinas High School.

What skills is Erik Davidson, Dba, Cfa known for?

Erik Davidson, Dba, Cfa has skills like Portfolio Management, Investments, Wealth Management, Asset Management, Alternative Investments, Trading, Asset Allocation, Investment Strategies, Equities, Bonds, Leadership, Mutual Funds.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.