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Boston Private Financial Holdings (BPFH) has agreed to buy Banyan Partners, an investment advisory firm in Palm Beach Gardens, Fla.
July 16 -
SunTrust Banks (STI) finalized the sale of its asset management unit RidgeWorth Investments on Monday for $265 million.
June 2 -
Timothy Mullen, the company's former chief investment officer, wants management to informally evaluate the "best avenue to enhance long-term shareholder value," including any benefits from finding a buyer.
March 19
Davidson most recently served as deputy chief investment officer at the $1.5 trillion-asset Wells. He has held several senior-level investment positions since joining the bank in 2004.
He also previously worked as a managing director at Franklin Templeton Investments, which is based in San Mateo, Calif.
"Erik has a tremendous combination of investment acumen, client focus and institutional knowledge, which positions him very well for this important role," said Jay Welker, head of Well Fargo Private Bank, in a press release Monday.
In his new role, Davidson will succeed Dean Junkans, who plans to retire at the end of the year.