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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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Al Goldstein CEO
AVANT

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Mitch Zacks Principal
Zacks Investment Management

Joe Adams CEO
RSM McGladrey LLP

Steve Kolber President and Managing Partner
FGMK, LLC

Neil Book President and CEO
Jet Support Services, Inc.

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

Canh Tran Co-Founder & CEO
Rippleshot

Matt Peterson Vice President of Sales & Operations
IdilusHR

Zack Johnson CEO
Syndio

Mark Miller Partner & Financial Advisor
Focus On Success

Ted Devine CEO
Insureon

Ray Grady Executive Vice President
CloudCraze

Bob Burke Founder
Burke America

Todd Jones President
BBMC Mortgage

Jerome Grisko CEO & President
CBIZ, Inc.

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Richard Burke CEO
Envoy Global

Vamsi Bonthala CEO
Arbor Lodging Partners

Dale Kluga President
Cobra Capital LLC

Cayla Weisberg Partner
InvestHER Ventures

Steve Miller Partner and Co-Founder
Origin Ventures

Lisa Giles CEO & President
Giles & Associates Consultancy

Stephanie Klein CEO
Braviant Holdings

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Ralph Blust President
Insureon

Michael Norton Director Of Business Development
Houlihan Capital

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Sanjeev Krishnan MD & CIO
S2G Ventures

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

John Higginson CTO
Enova International

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Muhammad Azfar CEO
Auctus Group

Andy Roe General Manager
SurePayroll

Rich Fahn CEO
Excell Benefits Group

Jessica Droste Yagan CEO
Impact Engine

Jason Beans CEO
Rising Medical Solutions

David Macknin CEO and President
Alper Services

James Teppen Co-President
Gibraltar Business Capital

Sonia Nagar Partner
Pritzker Group Venture Capital

Chris Rentner Founder & CEO
Akouba

Eero Pikat President
Barchart

Kevin Werner CEO
Renovo Financial, LLC

Aaron Gillum Managing Partner
Caerus Investment Partners

Drew Lydecker Co-Founder and President
AVANT

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Kristi Ross Co-CEO & President
tastytrade

Tony Villa President and CEO
Insuresoft

Dmitry Bresler President
Cambridge Lending Group

Michael Leonard Managing Partner
Leonard & Associates CPAs

Nathan Popkins Founder & CEO
Align Income Share Funding

Mike Giordano VP Client Consulting
FactSet

Dan Dooley CEO and Principal
Morris Anderson

Poonam Gupta CEO & President
Iyka

Dave Kauppi President
MidMarket Capital, Inc.

Peter Wilkins Managing Director
Hyde Park Angels

Mark Achler Managing Director
MATH Venture Partners

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Dave Mooney CEO
Alliant Credit Union

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Nihal Advani Founder & CEO
Georama

Paul J McEntee Partner
B2B CFO

Rick Lane CEO
Trading Technologies

Frank Lee Partner
Weiss & Company LLP

Steve Kreynin CEO
Forte Group

Peter B. Fair Managing Director
Golub Capital

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Scott Kitun CEO
Technori

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Sean Conlon Founder and CEO
Conlon & Co

CJ Montano Partner & Managing Director
Forte Group

Jared Kaplan CEO
OppLoans

Rick Franklin Co-Managing Partner
Warady & Davis LLP

David Lyon CEO
Main Street Financial

Tom Sosnoff Founder & Co-CEO
tastytrade

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Glen Nielsen Author
Unvarnished Truth

Mark Heffron Managing Partner
Cedar Street Companies

Vicki Escarra CEO
Opportunity International

Amy Francetic Managing Director
Energize Ventures

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

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Joe Wright CEO
Access Mobility 24

Dan Michelson CEO
Strata Decision Technology

Bill McCabe President and CEO
A. Eicoff & Co.

David Miller Founder & CEO
PeachCap

Maz Pawar CEO
SA Capital Partners

William Towns Executive Director
Benefit Chicago

Robert Brown Founder and CEO
Options Away

Loren Trimble Managing Director and CEO
AArete

Brian Liston Co-Founder & President
Seed CX

Dan Abbate Founder & Co-CEO
81-c

John Wheeler CEO
Countryside Bank

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

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

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Company Spotlight in Finance

Strata Decision Technology

Signature Chicago Wealth Management

Rising Medical Solutions

Focus On Success

Weiss & Company LLP

Northwestern Mutual Chicago

Nathan Kinzinger

Jet Support Services, Inc.

Polished Nickel Capital Management

Carol Lavin Bernick

Leonard & Associates CPAs

Michael Leonard

Excell Benefits Group

Giles & Associates Consultancy

Align Income Share Funding

Countryside Bank

Pritzker Group Venture Capital

The Cleveland Avenue Foundation for Education

Chicago Teachers’ Pension Fund

Chuck Burbridge

InvestHER Ventures

Opportunity International

Hyde Park Angels

Midwest Equity Mortgage LLC

MidMarket Capital, Inc.

Houlihan Capital

Trading Technologies

Cobra Capital LLC

Caerus Investment Partners

Enova International

Wealth Management Group, LLC

4WEALTH® FINANCIAL GROUP

Energize Ventures

Kruse Asset Management

Net Zero Analysis and Design Corp.

George Sullivan

Cambridge Lending Group

MB Financial Bank

Gibraltar Business Capital

Warady & Davis LLP

A. Eicoff & Co.

Arbor Lodging Partners

Access Mobility 24

Renovo Financial, LLC

Accretive Health Inc.

Chicago Interactive Marketing Association (CIMA)

Madison Street Capital, LLC

Charles Botchway

Alliant Credit Union

Morris Anderson

Cedar Street Companies

Origin Ventures

CALIBR Merchant Solutions

BMO Harris Bank

Leslie Anderson

Unvarnished Truth

DeAnn O’Donovan

Main Street Financial

Benefit Chicago

MATH Venture Partners

Sanjeev Krishnan

Dimitri P. Eliopoulos

RSM McGladrey LLP

Jessica Droste Yagan

Zacks Investment Management

SA Capital Partners

Braviant Holdings

Stephanie Klein