Jared Luegers, Cfa, Cepa Email & Phone Number

Indianapolis, Us

I founded LIMESTONE Strategic Partners to help boutique and emerging RIAs optimize their business through fractional CFO and strategic growth engagements. The vision is straightforward: go beyond high-level advice and actively execute on initiatives that drive revenue, efficiency, and enterprise value. By leveraging my extensive network of industry experts, I ensure RIAs have access to best-in-class solutions without compromising flexibility or control.𝗛𝗼𝗹𝗶𝘀𝘁𝗶𝗰 𝗚𝗿𝗼𝘄𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: Develop tailored strategies ranging from financial modeling and M&A planning to operational improvements and advisor recruiting.𝗘𝗻𝗱-𝘁𝗼-𝗘𝗻𝗱 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻: Partner closely with clients, ensuring recommended initiatives are fully implemented—whether that involves new technology, streamlined workflows, or talent acquisition.

Indianapolis, Indiana, Us

Serving in multiple leadership roles—including President, Vice President ,Treasurer, and Marketing Chair—has allowed me to spearhead a transformation in both the scope and impact of the CFA Society Indianapolis. When I joined, the annual budget stood at $120K. By shifting to event-based sponsorships, introducing member-focused programs, and forging new corporate relationships, we reached a $300K annual run rate.Alongside that financial growth, I led efforts to:𝗕𝗼𝗮𝗿𝗱 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: Expanded the board from 12 to 24 members, bringing in diverse backgrounds to shape strategy and programming.𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗿𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻: Transitioned from Excel to QuickBooks, enhancing transparency and efficiency for all financial reporting.𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Launched and expanded the Society’s LinkedIn page (now at 1,500+ followers), fostering greater engagement and offering educational content for members and the wider community.𝗛𝗼𝗼𝘀𝗶𝗲𝗿 𝗛𝘂𝗯 𝗦𝗲𝗿𝗶𝗲𝘀: Introduced the Hoosier Hub sub-brand event series, building stakeholder support and local community coverage, and successfully raised $10K from the state economic development corporation.𝗩𝗶𝗱𝗲𝗼 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Invested in professional video recap footage of events to enhance marketing efforts, increase event attraction, and strengthen the organization’s brand in the marketplace.

Carmel, Indiana, Us

Valeo Financial Advisors is a $9B+ fee-only RIA, ranked among the largest advisory firms in the Midwest. As Director of Strategic Initiatives—and a member of the Executive Committee—I played a pivotal role in shaping the firm’s trajectory. I established Valeo’s first detailed budgeting process and developed a forward-looking five-year financial model, enabling the leadership team to make data-driven decisions on resource allocation and growth plans.𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Implemented standardized staffing and marketing budgets for five satellite office markets, aligning operations across all geographies.𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗲: Served as interim chair, formalizing procedures to mitigate risks and unify investment strategies, ensuring consistent results across multiple markets.𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 & 𝗛𝗶𝗿𝗶𝗻𝗴 𝗠𝗼𝗱𝗲𝗹: Conducted a comprehensive tech stack review (including Salesforce and eMoney) to bolster scalability. Additionally, created financial models that guided advisor hiring and aligned job descriptions with the firm’s long-term objectives.𝗥𝗶𝘀𝗸 𝗔𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁 & 𝗠𝗶𝘁𝗶𝗴𝗮𝘁𝗶𝗼𝗻: Collaborated with the risk committee to optimize business processes, address operational vulnerabilities, and maintain regulatory compliance across multiple locations.𝗖𝗿𝗼𝘀𝘀-𝗙𝘂𝗻𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻: Led interdepartmental initiatives involving finance, marketing, and operations to ensure seamless integration of new technologies and processes—driving firm-wide efficiency and client satisfaction.

Stamford, Ct, Us

I initially joined Postlane Partners—a commodities-focused private equity group—as Chief of Staff to the firm’s co-founder, tasked with supporting early efforts to build out his family office. After his tragic passing three months into my tenure, I transitioned into a Senior Associate role, concentrating on M&A due diligence, financial modeling, and operational overhauls. I conducted financial analyses of acquisition targets, negotiated with sellers, and drafted critical deal docs, including a successful $3.2MM acquisition for a high-growth raw dog food company.While at Postlane, I also partnered with portfolio companies to refine reporting frameworks, enabling real-time insights and stronger decision-making. Through weekly and monthly check-ins with portfolio ops teams, I identified strategic shifts and addressed bottlenecks promptly.𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 – 𝗖𝗿𝗼𝘀𝘀𝗯𝗿𝗶𝗱𝗴𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 (𝗗𝗲𝗰 '𝟮𝟭 – 𝗝𝘂𝗹 '𝟮𝟮)𝗖𝗼𝗺𝗽𝗹𝗲𝘅 𝗠&𝗔 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀: Built models for five potential refinery acquisitions, guiding investment strategies and risk assessments.𝗙𝗣&𝗔 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Streamlined processes by introducing the Vena platform, saving hours of manual reporting each month.𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲𝘀: Developed financial projections for biofuel production and carbon capture projects, positioning the business for gov. incentives and reduced environmental impact.𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲𝘀 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 – 𝗚𝗹𝗮𝗱𝗶𝗲𝘂𝘅 𝗘𝗻𝗲𝗿𝗴𝘆 (𝗦𝗲𝗽 '𝟮𝟬 – 𝗠𝗮𝗿 '𝟮𝟮)𝗠𝗮𝗷𝗼𝗿 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻 𝗦𝘂𝗽𝗽𝗼𝗿𝘁: Assisted in the $190MM sale of Gladieux Energy to Sunoco by consolidating financial records, data, and strategic intelligence for executive discussions.𝗦𝘆𝘀𝘁𝗲𝗺𝘀 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: Led the rollout of an ERP and dispatch system, cutting manual data entry by five hours weekly and optimizing a fleet of 40 trucks.

Indianapolis, In, Us

At Goelzer Investment Management, a $2.5 billion HNW and Institutional client-focused RIA, I managed 225 multi-asset client accounts, ensuring portfolio allocations aligned with both firm models and clients’ specific objectives. My role involved evaluating the tax implications of trades, rebalancing portfolios, and conducting detailed equity research.𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Deployed a new reporting/trade rebalancing system and built 200+ models, enabling portfolio managers to handle 50% more client relationships.𝗘𝗾𝘂𝗶𝘁𝘆 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Performed fundamental market and risk assessments on $850M in actively managed equity strategies, collaborating with co-PMs to optimize returns.𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: Co-led an internal committee to evaluate growth verticals, broadening the firm’s asset management offerings and enhancing competitiveness.

Evansville, In, Us

Within Old National Bank’s Wealth Management division, I contributed to a five-person team overseeing a $750M active equity portfolio. My responsibilities included in-depth security analysis, macroeconomic research, and the development of passive/active ETF strategies.𝗦𝗲𝗰𝘁𝗼𝗿 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: Specialized in Consumer Discretionary and Staples, leveraging market trends and fundamental research to inform investment decisions.𝗘𝗧𝗙 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: Created three passive/active ETF strategies, expanding the bank’s client offerings and improving overall portfolio flexibility.

Bachelor'S Degree, Finance & Economic Consulting

Education record