Profil
Erik H.
Davidson worked as a Managing Director at Franklin Advisers, Inc., a Director at Credit Suisse First Boston Corp.
and Credit Suisse First Boston Securities (Japan) Ltd., and a Principal at Dimensional Fund Advisors LP.
He was also the Chief Investment Officer & Executive VP at Wells Fargo Bank, NA (Private Banking) from 2004 to 2019.
Davidson received his undergraduate degree from St. Olaf College and his MBA from Anderson School of Management.
Anciens postes connus de Erik H. Davidson
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities. | Directeur en chef des Investissements | 01/01/2019 |
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional manages equity and fixed income securities based on fundamental analysis with limited technical analysis. In constructing an equity investment portfolio, the firm generally identifies a broadly diversified universe of eligible securities with defined risk and return characteristics. For fixed-income investment portfolios, Dimensional generally identifies a broadly diversified universe of eligible securities with defined maturity ranges and credit quality characteristics. | Corporate Officer/Principal | - |
Credit Suisse First Boston Securities (Japan) Ltd.
Credit Suisse First Boston Securities (Japan) Ltd. Investment Banks/BrokersFinance Engages in the purchase, sale, and brokerage of securities | Corporate Officer/Principal | - |
Credit Suisse First Boston Corp.
Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Corporate Officer/Principal | - |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Corporate Officer/Principal | - |
Formation de Erik H. Davidson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional manages equity and fixed income securities based on fundamental analysis with limited technical analysis. In constructing an equity investment portfolio, the firm generally identifies a broadly diversified universe of eligible securities with defined risk and return characteristics. For fixed-income investment portfolios, Dimensional generally identifies a broadly diversified universe of eligible securities with defined maturity ranges and credit quality characteristics. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Finance |
Credit Suisse First Boston Corp.
Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Finance |
St. Olaf College
St. Olaf College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Credit Suisse First Boston Securities (Japan) Ltd.
Credit Suisse First Boston Securities (Japan) Ltd. Investment Banks/BrokersFinance Engages in the purchase, sale, and brokerage of securities | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities. | Finance |
Anderson School of Management
Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















