Jared Luegers, CFA

“I had the pleasure of working closely with Jared Luegers at CFA Society Indianapolis, and I can confidently say he is one of the most dedicated and skilled professionals I've encountered. Jared consistently demonstrated his ability to provide insightful and strategic guidance to our society. The success can be in the data, as we had our 4 largest events in the society history when he was president, while improving the balance sheet organization. Jared is not only technically proficient, but he also excels in building strong relationships with clients and colleagues alike. His approachable demeanor, combined with his deep knowledge of the field, makes him a trusted advisor and a valuable asset to any team. His commitment to excellence and continuous improvement is evident in everything he does. Jared's vision for the growth of CFA Society Indianapolis has been truly inspiring. His commitment to the organization's success was exemplified by his investment in the Investment Forum in 2022. Willing to run the event at a loss, his leadership led to the same event selling out in 2023 and 2024, all while being on budget. This achievement is a testament to his forward-thinking approach and dedication. He also looked to improve the organization in multiple ways. He broke out the executive director role into 3 siloed positions, allow individuals with different skill sets be able to focus on what they did best. This led to more revenue and consistency in the events. He also looked to promote the organization with social media, highlighting our marque events with video. CFA Indy has some of the greatest engagement compared to our peers. I highly recommend Jared Luegers for any role that requires a sharp analytical mind, a collaborative spirit, and unwavering dedication to success. He would be a tremendous asset to any organization fortunate enough to have him.”

“Jared told me early on when I joined his Board for the CFA Society Indianapolis "I don't half-ass anything". After working with him for 2 years on the Board, I can attest to this. He volunteers to tackle big tasks that most people avoid, and creatively breaks them down for delegation. I often kid that serving on a Board with him is like watching Jared vs. a wolfpack of Goliaths. Operationally, Jared is a great leader who knows how to find individual strengths and inspire people to take initiative. When his team hits a roadblock, he is the first person to sacrifice his weekends and roll up his sleeves. If you need to get something done, he is 100% reliable. His communication and organizational skills are best of class. He gets a lot done with very little and his results are always impressive. Jared straddles 2 generations. He has boomer work ethic, while a hardcore advocate of technology. He always seeks out new tools to solve operational inefficiencies, implementing the best tech within reach while understanding the sophistication of the end user (or lack thereof). On the digital marketing front, he is platform agnostic and always emphasizes getting the most engagement for the best value. Bottom-line, Jared knows how to get s**t done!”