David Allen, CFA

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David Allen, CFA

David Allen, CFA, is an Institutional Director at Schroders, where he is responsible for sales and relationships with the firm’s largest clients and prospects. He works across all product lines and asset classes to export the firm’s intellectual capital to large plan sponsors, including public funds, corporate clients, and endowments & foundations. David served clients in a similar role at AllianceBernstein, and was also a Principal at Bernstein, serving SFOs, MFOs, and other wealth management clients. Prior experience includes fixed income consulting for Bank-Owned Life Insurance clients, foreign exchange trading throughout the 1990s, and entrepreneurial pursuits. David is a CFA Charterholder, a member of CFANY, and Chair of its Global Investment Committee. He holds a B.A. in Economics from the University of Pennsylvania.

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