• RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty

  • Feb 27 2025
  • Duración: 34 m
  • Podcast

RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty

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  • Resumen

  • In this episode of the RIA Edge Podcast, host David Armstrong interviews David Hefty, founder and CEO of $3.4 billion AUM Credent Wealth Management. Hefty narrowly escaped pursuing a career trading commodities on the floor of the Chicago Board of Trade, and instead started an independent wealth management firm shortly after college. But it wasn’t …

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