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Finance

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CXO Spotlight in Finance

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Steve Kolber President and Managing Partner
FGMK, LLC

Canh Tran Co-Founder & CEO
Rippleshot

Steve Miller Partner and Co-Founder
Origin Ventures

Aaron Gillum Managing Partner
Caerus Investment Partners

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Steve Kreynin CEO
Forte Group

Jason Beans CEO
Rising Medical Solutions

Peter Wilkins Managing Director
Hyde Park Angels

Todd Jones President
BBMC Mortgage

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Amy Francetic Managing Director
Energize Ventures

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Chris Rentner Founder & CEO
Akouba

Andy Roe General Manager
SurePayroll

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Neil Book President and CEO
Jet Support Services, Inc.

Sean Conlon Founder and CEO
Conlon & Co

David Lyon CEO
Main Street Financial

Thomas Flake Founder and CMO
bCause

Robert Brown Founder and CEO
Options Away

Loren Trimble Managing Director and CEO
AArete

Dave Mooney CEO
Alliant Credit Union

Neal McNamara Co-Founder
Virtas Partners

Drew Lydecker Co-Founder and President
AVANT

Ray Grady Executive Vice President
CloudCraze

Kristi Ross Co-CEO & President
tastytrade

Peter B. Fair Managing Director
Golub Capital

John Wheeler CEO
Countryside Bank

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

Ted Devine CEO
Insureon

Brian Liston Co-Founder & President
Seed CX

James Teppen Co-President
Gibraltar Business Capital

Mark Achler Managing Director
MATH Venture Partners

Paul J McEntee Partner
B2B CFO

Frank Lee Partner
Weiss & Company LLP

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Nathan Popkins Founder & CEO
Align Income Share Funding

John Higginson CTO
Enova International

Jared Kaplan CEO
OppLoans

Nihal Advani Founder & CEO
Georama

Vamsi Bonthala CEO
Arbor Lodging Partners

Mark Miller Partner & Financial Advisor
Focus On Success

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Kevin Werner CEO
Renovo Financial, LLC

Poonam Gupta CEO & President
Iyka

Jessica Droste Yagan CEO
Impact Engine

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

CJ Montano Partner & Managing Director
Forte Group

Dave Kauppi President
MidMarket Capital, Inc.

Rick Lane CEO
Trading Technologies

Tom Sosnoff Founder & Co-CEO
tastytrade

David Macknin CEO and President
Alper Services

Dan Abbate Founder & Co-CEO
81-c

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Dan Dooley CEO and Principal
Morris Anderson

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Joe Wright CEO
Access Mobility 24

Rich Fahn CEO
Excell Benefits Group

Bob Burke Founder
Burke America

Dale Kluga President
Cobra Capital LLC

Jerome Grisko CEO & President
CBIZ, Inc.

William Towns Executive Director
Benefit Chicago

Vicki Escarra CEO
Opportunity International

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

Mitch Zacks Principal
Zacks Investment Management

Al Goldstein CEO
AVANT

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Sanjeev Krishnan MD & CIO
S2G Ventures

Glen Nielsen Author
Unvarnished Truth

Cayla Weisberg Partner
InvestHER Ventures

Dan Michelson CEO
Strata Decision Technology

Mike Giordano VP Client Consulting
FactSet

Stephanie Klein CEO
Braviant Holdings

Maz Pawar CEO
SA Capital Partners

Michael Norton Director Of Business Development
Houlihan Capital

Dmitry Bresler President
Cambridge Lending Group

Sonia Nagar Partner
Pritzker Group Venture Capital

Zack Johnson CEO
Syndio

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Muhammad Azfar CEO
Auctus Capital Partners

Scott Kitun CEO
Technori

Richard Burke CEO
Envoy Global

Joe Adams CEO
RSM McGladrey LLP

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Lisa Giles CEO & President
Giles & Associates Consultancy

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Eero Pikat President
Barchart

Bill McCabe President and CEO
A. Eicoff & Co.

Ralph Blust President
Insureon

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Michael Leonard Managing Partner
Leonard & Associates CPAs

Tony Villa President and CEO
Insuresoft

Matt Peterson Vice President of Sales & Operations
IdilusHR

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

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

Wealth Management Group, LLC

BMO Harris Bank

Leslie Anderson

MATH Venture Partners

Hyde Park Angels

Warady & Davis LLP

Houlihan Capital

Midwest Equity Mortgage LLC

Virtas Partners

Access Mobility 24

Unvarnished Truth

Trading Technologies

Braviant Holdings

Stephanie Klein

Accretive Health Inc.

Polished Nickel Capital Management

Carol Lavin Bernick

Signature Chicago Wealth Management

Focus On Success

Excell Benefits Group

Strata Decision Technology

Align Income Share Funding

Energize Ventures

Enova International

Origin Ventures

Kruse Asset Management

Northwestern Mutual Chicago

Nathan Kinzinger

MB Financial Bank

Zacks Investment Management

Main Street Financial

DeAnn O’Donovan

Caerus Investment Partners

Jessica Droste Yagan

Alliant Credit Union

Jet Support Services, Inc.

A. Eicoff & Co.

Madison Street Capital, LLC

Charles Botchway

Arbor Lodging Partners

Giles & Associates Consultancy

Dimitri P. Eliopoulos

Weiss & Company LLP

Leonard & Associates CPAs

Michael Leonard

Gibraltar Business Capital

CALIBR Merchant Solutions

Opportunity International

Chicago Interactive Marketing Association (CIMA)

Auctus Capital Partners

Rising Medical Solutions

InvestHER Ventures

Cobra Capital LLC

SA Capital Partners

Countryside Bank

Morris Anderson

The Cleveland Avenue Foundation for Education

Pritzker Group Venture Capital

Renovo Financial, LLC

Net Zero Analysis and Design Corp.

George Sullivan

RSM McGladrey LLP

Benefit Chicago

Cambridge Lending Group

Chicago Teachers’ Pension Fund

Chuck Burbridge

Sanjeev Krishnan

4WEALTH® FINANCIAL GROUP

MidMarket Capital, Inc.