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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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John Higginson CTO
Enova International

Zack Johnson CEO
Syndio

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Aaron Gillum Managing Partner
Caerus Investment Partners

Nihal Advani Founder & CEO
Georama

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

Michael Leonard Managing Partner
Leonard & Associates CPAs

Dave Mooney CEO
Alliant Credit Union

CJ Montano Partner & Managing Director
Forte Group

Amy Francetic Managing Director
Energize Ventures

Al Goldstein CEO
AVANT

Bob Burke Founder
Burke America

Jessica Droste Yagan CEO
Impact Engine

Todd Jones President
BBMC Mortgage

Tom Sosnoff Founder & Co-CEO
tastytrade

Ralph Blust President
Insureon

Dan Dooley CEO and Principal
Morris Anderson

Vicki Escarra CEO
Opportunity International

David Macknin CEO and President
Alper Services

Steve Miller Partner and Co-Founder
Origin Ventures

Tony Villa President and CEO
Insuresoft

Brian Liston Co-Founder & President
Seed CX

Peter B. Fair Managing Director
Golub Capital

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Dale Kluga President
Cobra Capital LLC

Ted Devine CEO
Insureon

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Muhammad Azfar CEO
Auctus Capital Partners

Thomas Flake Founder and CMO
bCause

Dan Michelson CEO
Strata Decision Technology

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Cayla Weisberg Partner
InvestHER Ventures

Richard Burke CEO
Envoy Global

Frank Lee Partner
Weiss & Company LLP

Neal McNamara Co-Founder
Virtas Partners

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Rick Lane CEO
Trading Technologies

Jerome Grisko CEO & President
CBIZ, Inc.

James Teppen Co-President
Gibraltar Business Capital

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Maz Pawar CEO
SA Capital Partners

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Andy Roe General Manager
SurePayroll

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Sonia Nagar Partner
Pritzker Group Venture Capital

Steve Kreynin CEO
Forte Group

Joe Wright CEO
Access Mobility 24

Loren Trimble Managing Director and CEO
AArete

Joe Adams CEO
RSM McGladrey LLP

Steve Kolber President and Managing Partner
FGMK, LLC

Stephanie Klein CEO
Braviant Holdings

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Vamsi Bonthala CEO
Arbor Lodging Partners

Sanjeev Krishnan MD & CIO
S2G Ventures

Peter Wilkins Managing Director
Hyde Park Angels

Neil Book President and CEO
Jet Support Services, Inc.

Robert Brown Founder and CEO
Options Away

Dmitry Bresler President
Cambridge Lending Group

Jason Beans CEO
Rising Medical Solutions

Ray Grady Executive Vice President
CloudCraze

Charles Botchway Founder & CEO
Madison Street Capital, LLC

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

Nathan Popkins Founder & CEO
Align Income Share Funding

Drew Lydecker Co-Founder and President
AVANT

Poonam Gupta CEO & President
Iyka

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Glen Nielsen Author
Unvarnished Truth

Bill McCabe President and CEO
A. Eicoff & Co.

Jared Kaplan CEO
OppLoans

Mitch Zacks Principal
Zacks Investment Management

Mark Miller Partner & Financial Advisor
Focus On Success

Scott Kitun CEO
Technori

Canh Tran Co-Founder & CEO
Rippleshot

Mark Achler Managing Director
MATH Venture Partners

Michael Norton Director Of Business Development
Houlihan Capital

Kristi Ross Co-CEO & President
tastytrade

Sean Conlon Founder and CEO
Conlon & Co

David Lyon CEO
Main Street Financial

Paul J McEntee Partner
B2B CFO

Eero Pikat President
Barchart

John Wheeler CEO
Countryside Bank

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Dave Kauppi President
MidMarket Capital, Inc.

Rich Fahn CEO
Excell Benefits Group

Kevin Werner CEO
Renovo Financial, LLC

Mike Giordano VP Client Consulting
FactSet

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

William Towns Executive Director
Benefit Chicago

Matt Peterson Vice President of Sales & Operations
IdilusHR

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Dan Abbate Founder & Co-CEO
81-c

Lisa Giles CEO & President
Giles & Associates Consultancy

Chris Rentner Founder & CEO
Akouba

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

Origin Ventures

A. Eicoff & Co.

MB Financial Bank

Accretive Health Inc.

MATH Venture Partners

DeAnn O’Donovan

Signature Chicago Wealth Management

Virtas Partners

Arbor Lodging Partners

Kruse Asset Management

Northwestern Mutual Chicago

Nathan Kinzinger

Enova International

Excell Benefits Group

The Cleveland Avenue Foundation for Education

Access Mobility 24

Chicago Interactive Marketing Association (CIMA)

Sanjeev Krishnan

Giles & Associates Consultancy

Rising Medical Solutions

Gibraltar Business Capital

Benefit Chicago

Opportunity International

Trading Technologies

Chicago Teachers’ Pension Fund

Chuck Burbridge

Zacks Investment Management

Energize Ventures

Align Income Share Funding

Focus On Success

Countryside Bank

Polished Nickel Capital Management

Carol Lavin Bernick

Houlihan Capital

Morris Anderson

Weiss & Company LLP

4WEALTH® FINANCIAL GROUP

Wealth Management Group, LLC

Leonard & Associates CPAs

Michael Leonard

SA Capital Partners

Warady & Davis LLP

Auctus Capital Partners

Alliant Credit Union

RSM McGladrey LLP

MidMarket Capital, Inc.

Hyde Park Angels

BMO Harris Bank

Leslie Anderson

InvestHER Ventures

Renovo Financial, LLC

Cambridge Lending Group

Braviant Holdings

Stephanie Klein

CALIBR Merchant Solutions

Strata Decision Technology

Madison Street Capital, LLC

Charles Botchway

Midwest Equity Mortgage LLC

Main Street Financial

Jessica Droste Yagan

Pritzker Group Venture Capital

Net Zero Analysis and Design Corp.

George Sullivan

Cobra Capital LLC

Unvarnished Truth

Jet Support Services, Inc.

Caerus Investment Partners

Dimitri P. Eliopoulos