About Jared
I’m from Jasper, a town of about 13,000 in southern Indiana. As Drake would say, “hardly home but always reppin’.” I graduated from the Kelley School of Business at Indiana University in 2014 with a double major in finance and economic consulting, and I earned the CFA charter in 2018. I live in the Indianapolis area and work out of LIMESTONE’s office in Carmel.
I wrote down what I believe about work and people on my Philosophy page.
Download my CV (PDF)
Career
May 2024 to now
LIMESTONE Strategic Partners
Founder and managing partner. Quality of earnings, diligence, and CFO and operating partner work for owner-led businesses, with my partner Ryan Anoskey, CPA.
2022 to 2024
A $9 billion Indiana wealth management firm
Director of strategic initiatives and a member of the executive committee. I built the firm’s first detailed budget and its five-year financial model.
2020 to 2022
Postlane Partners
Senior associate at an independent sponsor, working inside its companies. I was strategic initiatives manager at Gladieux Energy in Fort Wayne through its $190 million sale to Sunoco, which included the company’s first ERP rollout. After that I led strategic finance at Crossbridge Energy Partners, which bought a Danish refinery from Shell in 2021.
2017 to 2020
Goelzer Investment Management
Associate portfolio manager and equity analyst across five strategies totaling $850 million.
2014 to 2017
Old National Bank
Equity analyst on a five-person team running a $750 million equity portfolio, and a voting member of the equity committee.
Education and credentials
2018
CFA charterholder
CFA Institute.
2014
Kelley School of Business, Indiana University
B.S. in Business, double major in finance and economic consulting.
Community
I was the first two-year president of Young Professionals of Central Indiana, and paid membership grew from about 100 to about 500 while I was there. I joined the CFA Society Indianapolis board in 2018, served a year as treasurer and was president for two terms, from 2022 to 2024. In those years we held the Indianapolis Investment Forum at the Indianapolis Motor Speedway three years running. We also brought Cliff Asness of AQR (2023) and Howard Marks of Oaktree (2024) to the Forecast Symposium at Gainbridge Fieldhouse. In 2021 a group of us started the Hoosier Hub series to get Indiana investors, family offices and advisors in one room. In December 2025 I started OWN Indiana. The details are on the Work and OWN Indiana pages.