Erik Davidson

Clinical Assistant Professor - Finance, Insurance and Real Estate

Contact Information

Mailing Address:  One Bear Place #98004
Waco, TX  76706
Office Location:  Paul L. Foster Campus for Business and Innovation¬†320.35

Office Hours

1:30 - 2:30 pm, Tuesdays and Thursdays. These time slots can get busy, so it is best to make an appointment (by email) in advance.

Educational Background

  • DBA - Behavior Finances, Depaul University
  • MBA - Finance, University Of California Los Angeles
  • BA - Economics, Saint Olaf College

Work Experience

  • Chief Investment Officer, Wells Fargo Private Bank (2004 - 2019)

Licensures and Certifications

  • Certified Trust and Fiduciary Advisor (CTFA), American Bankers Association (2022 - Present)
  • Chartered Financial Analyst (CFA), CFA Institute (2001 - Present)


Dr. Erik Davidson, CFA, CTFA is a Clinical Assistant Professor of Finance. His research, writing, advisory, and media work has focused on topics of investing and behavioral finance.

Prior to his career in academia, Dr. Davidson spent 35 years in investment management on Wall Street, in Tokyo, San Francisco, Chicago and elsewhere. He was the Chief Investment Officer for Wells Fargo Private Bank.

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