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Finance

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Strong Leadership

CXO Spotlight in Finance

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John Wheeler CEO
Countryside Bank

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Al Goldstein CEO
AVANT

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Mitch Zacks Principal
Zacks Investment Management

James Teppen Co-President
Gibraltar Business Capital

CJ Montano Partner & Managing Director
Forte Group

Rick Lane CEO
Trading Technologies

Peter B. Fair Managing Director
Golub Capital

Stephanie Klein CEO
Braviant Holdings

Sanjeev Krishnan MD & CIO
S2G Ventures

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Steve Kreynin CEO
Forte Group

Eero Pikat President
Barchart

Dan Michelson CEO
Strata Decision Technology

William Towns Executive Director
Benefit Chicago

Dmitry Bresler President
Cambridge Lending Group

Chris Rentner Founder & CEO
Akouba

Ralph Blust President
Insureon

Frank Lee Partner
Weiss & Company LLP

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Sonia Nagar Partner
Pritzker Group Venture Capital

Todd Jones President
BBMC Mortgage

Amy Francetic Managing Director
Energize Ventures

Dave Mooney CEO
Alliant Credit Union

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Ted Devine CEO
Insureon

Paul J McEntee Partner
B2B CFO

David Lyon CEO
Main Street Financial

Neal McNamara Co-Founder
Virtas Partners

Brian Liston Co-Founder & President
Seed CX

Muhammad Azfar CEO
Auctus Capital Partners

Bill McCabe President and CEO
A. Eicoff & Co.

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Glen Nielsen Author
Unvarnished Truth

Steve Kolber President and Managing Partner
FGMK, LLC

Zack Johnson CEO
Syndio

Ray Grady Executive Vice President
CloudCraze

Joe Adams CEO
RSM McGladrey LLP

Dan Abbate Founder & Co-CEO
81-c

Andy Roe General Manager
SurePayroll

Rich Fahn CEO
Excell Benefits Group

Kristi Ross Co-CEO & President
tastytrade

Neil Book President and CEO
Jet Support Services, Inc.

Nathan Popkins Founder & CEO
Align Income Share Funding

Scott Kitun CEO
Technori

Lisa Giles CEO & President
Giles & Associates Consultancy

Richard Burke CEO
Envoy Global

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

Cayla Weisberg Partner
InvestHER Ventures

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Canh Tran Co-Founder & CEO
Rippleshot

Vamsi Bonthala CEO
Arbor Lodging Partners

Bob Burke Founder
Burke America

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

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Jerome Grisko CEO & President
CBIZ, Inc.

Joe Wright CEO
Access Mobility 24

Poonam Gupta CEO & President
Iyka

Dan Dooley CEO and Principal
Morris Anderson

Sean Conlon Founder and CEO
Conlon & Co

Jared Kaplan CEO
OppLoans

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Thomas Flake Founder and CMO
bCause

Peter Wilkins Managing Director
Hyde Park Angels

Dale Kluga President
Cobra Capital LLC

Tony Villa President and CEO
Insuresoft

Matt Peterson Vice President of Sales & Operations
IdilusHR

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Dave Kauppi President
MidMarket Capital, Inc.

Mike Giordano VP Client Consulting
FactSet

John Higginson CTO
Enova International

Tom Sosnoff Founder & Co-CEO
tastytrade

Mark Miller Partner & Financial Advisor
Focus On Success

Michael Norton Director Of Business Development
Houlihan Capital

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Robert Brown Founder and CEO
Options Away

David Macknin CEO and President
Alper Services

Jessica Droste Yagan CEO
Impact Engine

Aaron Gillum Managing Partner
Caerus Investment Partners

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Vicki Escarra CEO
Opportunity International

David Miller Founder & CEO
PeachCap

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Mark Achler Managing Director
MATH Venture Partners

Loren Trimble Managing Director and CEO
AArete

Jason Beans CEO
Rising Medical Solutions

Drew Lydecker Co-Founder and President
AVANT

Steve Miller Partner and Co-Founder
Origin Ventures

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Nihal Advani Founder & CEO
Georama

Maz Pawar CEO
SA Capital Partners

Michael Leonard Managing Partner
Leonard & Associates CPAs

Kevin Werner CEO
Renovo Financial, LLC

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

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

Finance

Build a Narrative Around Why You Have to do Something

Thomas Flake

, bCause

Professional Services Finance

Constantly Reinforcing Culture Though Interaction

Neal McNamara

, Virtas Partners

Investments Professional Services Finance

Creating Something New Is A Challenge

William Towns

, Benefit Chicago

Investments Professional Services Finance

Constantly Think 2-Steps Ahead

Craig Bolanos

, Wealth Management Group, LLC

Professional Services Finance

Hold Loosely To Goals And Firmly To Intent

Dave Mooney

, Alliant Credit Union

Professional Services Finance

You Have To Be Above Average In Output

Brian Liston

, Seed CX

Investments Professional Services Finance

Turn Ambiguity Into A Positive

Sanjeev Krishnan

, S2G Ventures

Professional Services Finance Technology

Make Sure Core Values Scale

Stephanie Klein

, Braviant Holdings

Real Estate Professional Services Finance

Common Sense Is Not That Common

Sean Conlon

, Conlon & Co

Investments Professional Services Finance

Look For Grit And Persistence

Mark Achler

, MATH Venture Partners

Investments Professional Services Finance

Anticipate What’s Going To Happen

Dawn Reese

, The Cleveland Avenue Foundation for Education

Professional Services Finance

Put Your People First

David Macknin

, Alper Services

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Company Spotlight in Finance

RSM McGladrey LLP

Main Street Financial

Northwestern Mutual Chicago

Nathan Kinzinger

Benefit Chicago

Net Zero Analysis and Design Corp.

George Sullivan

Strata Decision Technology

Jessica Droste Yagan

Accretive Health Inc.

Alliant Credit Union

Leonard & Associates CPAs

Michael Leonard

Cobra Capital LLC

Dimitri P. Eliopoulos

Opportunity International

MB Financial Bank

CALIBR Merchant Solutions

The Cleveland Avenue Foundation for Education

MATH Venture Partners

Madison Street Capital, LLC

Charles Botchway

Virtas Partners

A. Eicoff & Co.

Caerus Investment Partners

InvestHER Ventures

Zacks Investment Management

Enova International

Access Mobility 24

Arbor Lodging Partners

Morris Anderson

DeAnn O’Donovan

Unvarnished Truth

Polished Nickel Capital Management

Carol Lavin Bernick

Hyde Park Angels

Chicago Interactive Marketing Association (CIMA)

Wealth Management Group, LLC

Warady & Davis LLP

Braviant Holdings

Stephanie Klein

Rising Medical Solutions

SA Capital Partners

Sanjeev Krishnan

Focus On Success

Align Income Share Funding

Energize Ventures

Auctus Capital Partners

Renovo Financial, LLC

Gibraltar Business Capital

Cambridge Lending Group

BMO Harris Bank

Leslie Anderson

Chicago Teachers’ Pension Fund

Chuck Burbridge

4WEALTH® FINANCIAL GROUP

Excell Benefits Group

Jet Support Services, Inc.

Trading Technologies

Weiss & Company LLP

MidMarket Capital, Inc.

Countryside Bank

Midwest Equity Mortgage LLC

Signature Chicago Wealth Management

Giles & Associates Consultancy

Houlihan Capital

Pritzker Group Venture Capital

Kruse Asset Management

Origin Ventures