David Macdonald

Founder

David Macdonald is the founder of Path Financial, established in September 2018, with a mission to harness the power of money for environmental good by creating financial plans that promote security and fulfillment for clients. Prior experience includes serving as a senior partner at St. James’s Place Wealth Management from October 2007 to August 2018, where Macdonald focused on helping business owners achieve financial peace of mind. Prior to that, Macdonald operated as an independent financial adviser and owner at Capulet Corporate Consulting from July 1995 to September 2007, providing specialized advice to SMEs and busy professionals. Earlier career roles included business development manager at Royal Bank of Scotland Business and a life inspector at Scottish Equitable. David Macdonald began education at the University of St Andrews in 1983, pursuing a focus in Mathematical Physics before transitioning to a career in insurance.

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