Erik H. Davidson

Erik H. Davidson is a Clinical Assistant Professor of Finance at Baylor University. Additionally, he serves as Chief Economic Advisor for Inspire Investing, an instructor/curriculum consultant for the American Bankers Association (ABA), and a consultant on wealth/investment management and behavioral finance. His research focuses on behavioral finance, investor decision-making, and the impact of digital investment advising technologies.

Education:

• Doctorate of Business Administration (DBA), Behavioral Finance, DePaul University (2019)
• Masters of Business Administration (MBA), Finance, University of California, Los Angeles (1988)
• Bachelor of Arts (BA), Economics, St. Olaf College (1984)

Davidson’s research intersects behavioral finance, financial technology, and socially responsible investing. His doctoral dissertation examined investment choice architecture in the context of robo-advisors, while his 2018 paper analyzed investor sentiment’s impact on market reactions to earnings restatements. His work bridges academic theory with practical applications in wealth management.

Industry Experience:

• Chief Investment Officer (CIO), Wells Fargo Private Bank (2004-2019)
• Co-Founder/Co-CEO, Separate Account Solutions, Inc.
• Portfolio Management Lead, Franklin Templeton Private Client Services
• Bond Trading Manager, Credit Suisse First Boston (New York & Tokyo)