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.
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.
CFA Society of Dallas/Fort Worth is proud to present Charterholder Chatter – a podcast focused on
in-depth discussions with leading finance and investment industry voices on the ideas you care about.