HeyJaredCFA DFW Charterholder Chatter
CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.
- Indexed episodes, last 90 days
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- Aug 28, 2026
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- Aug 28, 2026
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Episode 69: The Anti Aggregator with Julian Heron (opens the original)
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We speak with Julian Heron about his latest project launching Sovereign Path Fund. We talk about what he learned running a P&L for Global Imaging Solutions, his experience running an RIA, what he would change in the private wealth industry, and the power of people in a service business. Julian Heron is a CFA charterholder and a Chartered Retirement Plans Specialist. He has been in private wealth for 15 years and currently runs Credentialed Wealth Advisors and Sovereign Path Fund. Read more from
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