David Grenat, Path Partners’ Founder and Managing Director, holds multiple professional certifications that are well recognized in the accounting, appraisal, asset management and risk management communities. Each of these credentials require adherence to the highest ethical conduct and continuing educational standards. David additionally held multiple securities broker / dealer licenses in prior management capacities with National Association of Securities Dealers (FINRA predecessor) advisory firms.
Current Professional Designations
- Accredited Senior Appraiser – Business Valuation / Intangible Assets
- Chartered Financial Analyst
- Certified Management Accountant
- Professional Risk Manager
Prior Professional Designations
Previous NASD Broker / Dealer Licenses
- General Securities Registered Representative
- Uniform Securities Agent
- Introducing Broker / Dealer Financial and Operations Principal
- General Securities Principal
Post-Secondary Education
- Bachelor of Science in Industrial Management — Purdue University 1980
- Master of Science in Management — Purdue University 1983
- Master of Science in Education — Indiana University 2004