Founder and Principal

David W. Allen, CFA, brings over 35 years of capital markets and institutional investment expertise to Fractional Path Partners. He holds a CFA charter, multiple securities licenses, and completed executive education programs at Columbia Business School in both Chief Investment Officer leadership and Value Investing.

David's unique combination of institutional sales expertise, investment management experience, and entrepreneurial insight positions him to deliver exceptional fractional executive services across three specialized areas: Chief Marketing Officer support for asset managers seeking to scale their distribution capabilities, Investor Relations advisory for public companies looking to close their valuation gap, and Chief Investment Officer oversight for family offices and small institutional allocators requiring strategic portfolio guidance.

As a former Board Chair of the CFA Society of New York and current Chair of its Strategy and Risk Committee, David maintains deep connections across the investment community. His hands-on approach combines rigorous analytical frameworks with practical, results-oriented solutions that help clients achieve their strategic objectives without the cost of full-time executive leadership.