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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Charles Botchway Founder & CEO
Madison Street Capital, LLC

Canh Tran Co-Founder & CEO
Rippleshot

Al Goldstein CEO
AVANT

Bob Burke Founder
Burke America

Mark Achler Managing Director
MATH Venture Partners

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Glen Nielsen Author
Unvarnished Truth

Steve Miller Partner and Co-Founder
Origin Ventures

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Drew Lydecker Co-Founder and President
AVANT

Todd Jones President
BBMC Mortgage

Peter B. Fair Managing Director
Golub Capital

Dan Michelson CEO
Strata Decision Technology

Peter Wilkins Managing Director
Hyde Park Angels

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Vamsi Bonthala CEO
Arbor Lodging Partners

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Zack Johnson CEO
Syndio

Jerome Grisko CEO & President
CBIZ, Inc.

Michael Norton Director Of Business Development
Houlihan Capital

Dan Abbate Founder & Co-CEO
81-c

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Kevin Werner CEO
Renovo Financial, LLC

CJ Montano Partner & Managing Director
Forte Group

Michael Leonard Managing Partner
Leonard & Associates CPAs

Aaron Gillum Managing Partner
Caerus Investment Partners

Mark Heffron Managing Partner
Cedar Street Companies

Richard Burke CEO
Envoy Global

Jason Beans CEO
Rising Medical Solutions

Dave Mooney CEO
Alliant Credit Union

Ray Grady Executive Vice President
CloudCraze

Dave Kauppi President
MidMarket Capital, Inc.

Steve Kolber President and Managing Partner
FGMK, LLC

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Robert Brown Founder and CEO
Options Away

Dale Kluga President
Cobra Capital LLC

Maz Pawar CEO
SA Capital Partners

Scott Kitun CEO
Technori

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Chris Rentner Founder & CEO
Akouba

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Paul J McEntee Partner
B2B CFO

Tom Sosnoff Founder & Co-CEO
tastytrade

David Macknin CEO and President
Alper Services

Brian Liston Co-Founder & President
Seed CX

Amy Francetic Managing Director
Energize Ventures

Sonia Nagar Partner
Pritzker Group Venture Capital

Kristi Ross Co-CEO & President
tastytrade

Sean Conlon Founder and CEO
Conlon & Co

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

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

Cayla Weisberg Partner
InvestHER Ventures

John Wheeler CEO
Countryside Bank

James Teppen Co-President
Gibraltar Business Capital

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Muhammad Azfar CEO
Auctus Capital Partners

Nihal Advani Founder & CEO
Georama

Neil Book President and CEO
Jet Support Services, Inc.

Steve Kreynin CEO
Forte Group

Loren Trimble Managing Director and CEO
AArete

Matt Peterson Vice President of Sales & Operations
IdilusHR

Dmitry Bresler President
Cambridge Lending Group

Joe Wright CEO
Access Mobility 24

Stephanie Klein CEO
Braviant Holdings

Mike Giordano VP Client Consulting
FactSet

Tony Villa President and CEO
Insuresoft

Andy Roe General Manager
SurePayroll

Thomas Flake Founder and CMO
bCause

Jessica Droste Yagan CEO
Impact Engine

Rick Lane CEO
Trading Technologies

John Higginson CTO
Enova International

Vicki Escarra CEO
Opportunity International

Joe Adams CEO
RSM McGladrey LLP

Eero Pikat President
Barchart

David Lyon CEO
Main Street Financial

Lisa Giles CEO & President
Giles & Associates Consultancy

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

Rich Fahn CEO
Excell Benefits Group

Poonam Gupta CEO & President
Iyka

Dan Dooley CEO and Principal
Morris Anderson

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Mitch Zacks Principal
Zacks Investment Management

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Neal McNamara Co-Founder
Virtas Partners

Nathan Popkins Founder & CEO
Align Income Share Funding

David Miller Founder & CEO
PeachCap

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Jared Kaplan CEO
OppLoans

William Towns Executive Director
Benefit Chicago

Bill McCabe President and CEO
A. Eicoff & Co.

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Sanjeev Krishnan MD & CIO
S2G Ventures

Ted Devine CEO
Insureon

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Ralph Blust President
Insureon

Mark Miller Partner & Financial Advisor
Focus On Success

Frank Lee Partner
Weiss & Company LLP

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

Alliant Credit Union

MidMarket Capital, Inc.

MB Financial Bank

Jessica Droste Yagan

Gibraltar Business Capital

Net Zero Analysis and Design Corp.

George Sullivan

Arbor Lodging Partners

Unvarnished Truth

Align Income Share Funding

Chicago Teachers’ Pension Fund

Chuck Burbridge

Leonard & Associates CPAs

Michael Leonard

Weiss & Company LLP

Madison Street Capital, LLC

Charles Botchway

Benefit Chicago

Pritzker Group Venture Capital

Focus On Success

Access Mobility 24

Jet Support Services, Inc.

Northwestern Mutual Chicago

Nathan Kinzinger

Main Street Financial

Zacks Investment Management

Cedar Street Companies

Accretive Health Inc.

Cambridge Lending Group

Countryside Bank

BMO Harris Bank

Leslie Anderson

Midwest Equity Mortgage LLC

Cobra Capital LLC

Excell Benefits Group

Opportunity International

InvestHER Ventures

Houlihan Capital

MATH Venture Partners

Warady & Davis LLP

Braviant Holdings

Stephanie Klein

The Cleveland Avenue Foundation for Education

Chicago Interactive Marketing Association (CIMA)

Hyde Park Angels

Signature Chicago Wealth Management

Virtas Partners

Morris Anderson

Sanjeev Krishnan

Trading Technologies

Strata Decision Technology

Dimitri P. Eliopoulos

SA Capital Partners

Origin Ventures

Enova International

Kruse Asset Management

RSM McGladrey LLP

DeAnn O’Donovan

Auctus Capital Partners

Polished Nickel Capital Management

Carol Lavin Bernick

Renovo Financial, LLC

Rising Medical Solutions

A. Eicoff & Co.

Energize Ventures

Wealth Management Group, LLC

CALIBR Merchant Solutions

Giles & Associates Consultancy

4WEALTH® FINANCIAL GROUP

Caerus Investment Partners