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Finance

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Strong Leadership

CXO Spotlight in Finance

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Frank Lee Partner
Weiss & Company LLP

David Macknin CEO and President
Alper Services

CJ Montano Partner & Managing Director
Forte Group

Poonam Gupta CEO & President
Iyka

Sonia Nagar Partner
Pritzker Group Venture Capital

Nathan Popkins Founder & CEO
Align Income Share Funding

Vicki Escarra CEO
Opportunity International

Kristi Ross Co-CEO & President
tastytrade

Ted Devine CEO
Insureon

Bill McCabe President and CEO
A. Eicoff & Co.

Mark Miller Partner & Financial Advisor
Focus On Success

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Dmitry Bresler President
Cambridge Lending Group

Glen Nielsen Author
Unvarnished Truth

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Joe Adams CEO
RSM McGladrey LLP

Ray Grady Executive Vice President
CloudCraze

Todd Jones President
BBMC Mortgage

William Towns Executive Director
Benefit Chicago

Rick Lane CEO
Trading Technologies

Aaron Gillum Managing Partner
Caerus Investment Partners

Canh Tran Co-Founder & CEO
Rippleshot

Sanjeev Krishnan MD & CIO
S2G Ventures

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Amy Francetic Managing Director
Energize Ventures

Lisa Giles CEO & President
Giles & Associates Consultancy

Mike Giordano VP Client Consulting
FactSet

Dave Kauppi President
MidMarket Capital, Inc.

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Jessica Droste Yagan CEO
Impact Engine

Dale Kluga President
Cobra Capital LLC

Dave Mooney CEO
Alliant Credit Union

Dan Dooley CEO and Principal
Morris Anderson

Dan Michelson CEO
Strata Decision Technology

Steve Kreynin CEO
Forte Group

Paul J McEntee Partner
B2B CFO

Loren Trimble Managing Director and CEO
AArete

Joe Wright CEO
Access Mobility 24

Eero Pikat President
Barchart

Charles Botchway Founder & CEO
Madison Street Capital, LLC

David Lyon CEO
Main Street Financial

Muhammad Azfar CEO
Auctus Capital Partners

James Teppen Co-President
Gibraltar Business Capital

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Stephanie Klein CEO
Braviant Holdings

Neil Book President and CEO
Jet Support Services, Inc.

Kevin Werner CEO
Renovo Financial, LLC

Matt Peterson Vice President of Sales & Operations
IdilusHR

Ralph Blust President
Insureon

Peter Wilkins Managing Director
Hyde Park Angels

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Thomas Flake Founder and CMO
bCause

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Steve Kolber President and Managing Partner
FGMK, LLC

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Jason Beans CEO
Rising Medical Solutions

Peter B. Fair Managing Director
Golub Capital

Robert Brown Founder and CEO
Options Away

Jerome Grisko CEO & President
CBIZ, Inc.

Al Goldstein CEO
AVANT

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Zack Johnson CEO
Syndio

Nihal Advani Founder & CEO
Georama

Richard Burke CEO
Envoy Global

Drew Lydecker Co-Founder and President
AVANT

Scott Kitun CEO
Technori

Tony Villa President and CEO
Insuresoft

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Steve Miller Partner and Co-Founder
Origin Ventures

Maz Pawar CEO
SA Capital Partners

Tom Sosnoff Founder & Co-CEO
tastytrade

Mitch Zacks Principal
Zacks Investment Management

Vamsi Bonthala CEO
Arbor Lodging Partners

Michael Leonard Managing Partner
Leonard & Associates CPAs

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Chris Rentner Founder & CEO
Akouba

Jared Kaplan CEO
OppLoans

John Wheeler CEO
Countryside Bank

Andy Roe General Manager
SurePayroll

Neal McNamara Co-Founder
Virtas Partners

Leslie Anderson SVP, U.S. Head of Business Banking Treasury and Payment Solutions
BMO Harris Bank

Cayla Weisberg Partner
InvestHER Ventures

Dan Abbate Founder & Co-CEO
81-c

John Higginson CTO
Enova International

Rich Fahn CEO
Excell Benefits Group

Sean Conlon Founder and CEO
Conlon & Co

Mark Achler Managing Director
MATH Venture Partners

Michael Norton Director Of Business Development
Houlihan Capital

George Sullivan Senior Principal and CEO
Net Zero Analysis and Design Corp.

Brian Liston Co-Founder & President
Seed CX

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Bob Burke Founder
Burke America

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Really Care About Customer Experience

Real Estate Professional Services Finance

Kevin Werner

, Renovo Financial, LLC

Build a Narrative Around Why You Have to do Something.png

Build a Narrative Around Why You Have to do Something

Finance

Thomas Flake

, bCause

Constantly Reinforcing Culture Though Interaction

Professional Services Finance

Neal McNamara

, Virtas Partners

Creating Something New Is A Challenge

Investments Professional Services Finance

William Towns

, Benefit Chicago

Constantly Think 2-Steps Ahead

Investments Professional Services Finance

Craig Bolanos

, Wealth Management Group, LLC

Hold Loosely To Goals And Firmly To Intent

Professional Services Finance

Dave Mooney

, Alliant Credit Union

You Have To Be Above Average In Output

Professional Services Finance

Brian Liston

, Seed CX

Turn Ambiguity Into A Positive

Investments Professional Services Finance

Sanjeev Krishnan

, S2G Ventures

Make Sure Core Values Scale

Professional Services Finance Technology

Stephanie Klein

, Braviant Holdings

Common Sense Is Not That Common

Real Estate Professional Services Finance

Sean Conlon

, Conlon & Co

Look For Grit And Persistence

Investments Professional Services Finance

Mark Achler

, MATH Venture Partners

Anticipate What’s Going To Happen

Investments Professional Services Finance

Dawn Reese

, The Cleveland Avenue Foundation for Education

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Company Spotlight in Finance

Houlihan Capital

A. Eicoff & Co.

Arbor Lodging Partners

Chicago Interactive Marketing Association (CIMA)

Polished Nickel Capital Management

Carol Lavin Bernick

Countryside Bank

Zacks Investment Management

Caerus Investment Partners

Excell Benefits Group

Benefit Chicago

Giles & Associates Consultancy

Pritzker Group Venture Capital

Jessica Droste Yagan

Auctus Capital Partners

Net Zero Analysis and Design Corp.

George Sullivan

Trading Technologies

MidMarket Capital, Inc.

Braviant Holdings

Stephanie Klein

Warady & Davis LLP

Hyde Park Angels

Morris Anderson

Cobra Capital LLC

SA Capital Partners

Weiss & Company LLP

CALIBR Merchant Solutions

Strata Decision Technology

Virtas Partners

Wealth Management Group, LLC

Chicago Teachers’ Pension Fund

Chuck Burbridge

Gibraltar Business Capital

DeAnn O’Donovan

Rising Medical Solutions

Align Income Share Funding

Opportunity International

Northwestern Mutual Chicago

Nathan Kinzinger

BMO Harris Bank

Leslie Anderson

Enova International

MB Financial Bank

Midwest Equity Mortgage LLC

Focus On Success

Kruse Asset Management

Cambridge Lending Group

4WEALTH® FINANCIAL GROUP

Renovo Financial, LLC

Jet Support Services, Inc.

Dimitri P. Eliopoulos

Alliant Credit Union

Signature Chicago Wealth Management

Leonard & Associates CPAs

Michael Leonard

Sanjeev Krishnan

Energize Ventures

InvestHER Ventures

Madison Street Capital, LLC

Charles Botchway

Main Street Financial

Unvarnished Truth

RSM McGladrey LLP

Access Mobility 24

The Cleveland Avenue Foundation for Education

MATH Venture Partners

Accretive Health Inc.

Origin Ventures