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Finance

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How CEO Scott Kitun On
Strong Leadership

Respect Is Earned Not
Taken

CXO Spotlight in Finance

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DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Dave Mooney CEO
Alliant Credit Union

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Steve Kolber President and Managing Partner
FGMK, LLC

Mark Achler Managing Director
MATH Venture Partners

David Miller Founder & CEO
PeachCap

Dan Michelson CEO
Strata Decision Technology

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Steve Miller Partner and Co-Founder
Origin Ventures

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

John Wheeler CEO
Countryside Bank

Dave Kauppi President
MidMarket Capital, Inc.

Paul J McEntee Partner
B2B CFO

Todd Jones President
BBMC Mortgage

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

CJ Montano Partner & Managing Director
Forte Group

Al Goldstein CEO
AVANT

Maz Pawar CEO
SA Capital Partners

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

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Lisa Giles CEO & President
Giles & Associates Consultancy

Rick Lane CEO
Trading Technologies

Sonia Nagar Partner
Pritzker Group Venture Capital

Bob Burke Founder
Burke America

David Macknin CEO and President
Alper Services

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

David Lyon CEO
Main Street Financial

Rich Fahn CEO
Excell Benefits Group

Matt Peterson Vice President of Sales & Operations
IdilusHR

Jessica Droste Yagan CEO
Impact Engine

Mitch Zacks Principal
Zacks Investment Management

Frank Lee Partner
Weiss & Company LLP

Tom Sosnoff Founder & Co-CEO
tastytrade

Chris Rentner Founder & CEO
Akouba

Muhammad Azfar CEO
Auctus Group

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Kristi Ross Co-CEO & President
tastytrade

Kevin Werner CEO
Renovo Financial, LLC

Nihal Advani Founder & CEO
Georama

Mike Giordano VP Client Consulting
FactSet

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Steve Kreynin CEO
Forte Group

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Canh Tran Co-Founder & CEO
Rippleshot

James Teppen Co-President
Gibraltar Business Capital

Dan Dooley CEO and Principal
Morris Anderson

Mark Miller Partner & Financial Advisor
Focus On Success

Michael Leonard Managing Partner
Leonard & Associates CPAs

William Towns Executive Director
Benefit Chicago

Loren Trimble Managing Director and CEO
AArete

Zack Johnson CEO
Syndio

Joe Adams CEO
RSM McGladrey LLP

Drew Lydecker Co-Founder and President
AVANT

Glen Nielsen Author
Unvarnished Truth

Richard Burke CEO
Envoy Global

Ted Devine CEO
Insureon

Ray Grady Executive Vice President
CloudCraze

Mark Heffron Managing Partner
Cedar Street Companies

Aaron Gillum Managing Partner
Caerus Investment Partners

Neil Book President and CEO
Jet Support Services, Inc.

Robert Brown Founder and CEO
Options Away

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Michael Norton Director Of Business Development
Houlihan Capital

Dan Abbate Founder & Co-CEO
81-c

Eero Pikat President
Barchart

Ralph Blust President
Insureon

Vicki Escarra CEO
Opportunity International

Jared Kaplan CEO
OppLoans

Tony Villa President and CEO
Insuresoft

Sean Conlon Founder and CEO
Conlon & Co

Scott Kitun CEO
Technori

Jerome Grisko CEO & President
CBIZ, Inc.

Nathan Popkins Founder & CEO
Align Income Share Funding

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Joe Wright CEO
Access Mobility 24

Dale Kluga President
Cobra Capital LLC

Peter Wilkins Managing Director
Hyde Park Angels

Bill McCabe President and CEO
A. Eicoff & Co.

Jason Beans CEO
Rising Medical Solutions

Cayla Weisberg Partner
InvestHER Ventures

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Vamsi Bonthala CEO
Arbor Lodging Partners

Poonam Gupta CEO & President
Iyka

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Amy Francetic Managing Director
Energize Ventures

Andy Roe General Manager
SurePayroll

Dmitry Bresler President
Cambridge Lending Group

John Higginson CTO
Enova International

Peter B. Fair Managing Director
Golub Capital

Professional Services Finance

You Have To Be Above Average In Output

Investments Professional Services Finance

Turn Ambiguity Into A Positive

Professional Services Finance Technology

Make Sure Core Values Scale

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

Investments Professional Services Finance

Do What Is Right For The Customer

Jared Kaplan

, OppLoans

Professional Services Finance

Leadership Is Assumed Not Granted

David Miller

, PeachCap

Professional Services Finance Technology

Be Future-Proof

CJ Montano

, Forte Group

Investments Professional Services Finance

Be Brutally Honest With Clients

Charles Botchway

, Madison Street Capital, LLC

Investments Finance

Take A Step Back

Maz Pawar

, SA Capital Partners

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Company Spotlight in Finance

BMO Harris Bank

Leslie Anderson

Jessica Droste Yagan

Gibraltar Business Capital

Midwest Equity Mortgage LLC

MidMarket Capital, Inc.

RSM McGladrey LLP

A. Eicoff & Co.

Dimitri P. Eliopoulos

Giles & Associates Consultancy

Rising Medical Solutions

DeAnn O’Donovan

Trading Technologies

Zacks Investment Management

Net Zero Analysis and Design Corp.

George Sullivan

Cedar Street Companies

MATH Venture Partners

Caerus Investment Partners

Renovo Financial, LLC

Alliant Credit Union

Polished Nickel Capital Management

Carol Lavin Bernick

Arbor Lodging Partners

Enova International

Chicago Interactive Marketing Association (CIMA)

Morris Anderson

Northwestern Mutual Chicago

Nathan Kinzinger

Leonard & Associates CPAs

Michael Leonard

CALIBR Merchant Solutions

Energize Ventures

Kruse Asset Management

Align Income Share Funding

Main Street Financial

Opportunity International

MB Financial Bank

Weiss & Company LLP

Unvarnished Truth

Pritzker Group Venture Capital

Strata Decision Technology

Accretive Health Inc.

4WEALTH® FINANCIAL GROUP

Hyde Park Angels

Wealth Management Group, LLC

Jet Support Services, Inc.

SA Capital Partners

Cobra Capital LLC

Warady & Davis LLP

Countryside Bank

Benefit Chicago

Excell Benefits Group

Houlihan Capital

Cambridge Lending Group

Focus On Success

Access Mobility 24

The Cleveland Avenue Foundation for Education

InvestHER Ventures

Origin Ventures

Signature Chicago Wealth Management

Madison Street Capital, LLC

Charles Botchway

Chicago Teachers’ Pension Fund

Chuck Burbridge