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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Brian Liston Co-Founder & President
Seed CX

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Peter B. Fair Managing Director
Golub Capital

Sean Conlon Founder and CEO
Conlon & Co

Aaron Gillum Managing Partner
Caerus Investment Partners

Scott Kitun CEO
Technori

Jessica Droste Yagan CEO
Impact Engine

Jerome Grisko CEO & President
CBIZ, Inc.

Kevin Werner CEO
Renovo Financial, LLC

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Cayla Weisberg Partner
InvestHER Ventures

Mike Giordano VP Client Consulting
FactSet

Michael Leonard Managing Partner
Leonard & Associates CPAs

Peter Wilkins Managing Director
Hyde Park Angels

Ted Devine CEO
Insureon

Ray Grady Executive Vice President
CloudCraze

Lisa Giles CEO & President
Giles & Associates Consultancy

Steve Kolber President and Managing Partner
FGMK, LLC

Zack Johnson CEO
Syndio

Dave Kauppi President
MidMarket Capital, Inc.

Bob Burke Founder
Burke America

Rich Fahn CEO
Excell Benefits Group

Andy Roe General Manager
SurePayroll

Vamsi Bonthala CEO
Arbor Lodging Partners

David Lyon CEO
Main Street Financial

Canh Tran Co-Founder & CEO
Rippleshot

Robert Brown Founder and CEO
Options Away

Loren Trimble Managing Director and CEO
AArete

Matt Peterson Vice President of Sales & Operations
IdilusHR

Michael Norton Director Of Business Development
Houlihan Capital

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

James Teppen Co-President
Gibraltar Business Capital

David Miller Founder & CEO
PeachCap

Drew Lydecker Co-Founder and President
AVANT

Mark Achler Managing Director
MATH Venture Partners

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Steve Miller Partner and Co-Founder
Origin Ventures

Rick Franklin Co-Managing Partner
Warady & Davis LLP

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

CJ Montano Partner & Managing Director
Forte Group

Todd Jones President
BBMC Mortgage

Kristi Ross Co-CEO & President
tastytrade

Thomas Flake Founder and CMO
bCause

Dale Kluga President
Cobra Capital LLC

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Steve Kreynin CEO
Forte Group

Dave Mooney CEO
Alliant Credit Union

Sonia Nagar Partner
Pritzker Group Venture Capital

William Towns Executive Director
Benefit Chicago

Ralph Blust President
Insureon

Paul J McEntee Partner
B2B CFO

Richard Burke CEO
Envoy Global

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

John Higginson CTO
Enova International

Stephanie Klein CEO
Braviant Holdings

John Wheeler CEO
Countryside Bank

Joe Wright CEO
Access Mobility 24

Nathan Popkins Founder & CEO
Align Income Share Funding

Vicki Escarra CEO
Opportunity International

Dmitry Bresler President
Cambridge Lending Group

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Neal McNamara Co-Founder
Virtas Partners

Mitch Zacks Principal
Zacks Investment Management

Frank Lee Partner
Weiss & Company LLP

Chris Rentner Founder & CEO
Akouba

Jason Beans CEO
Rising Medical Solutions

Al Goldstein CEO
AVANT

Sanjeev Krishnan MD & CIO
S2G Ventures

Maz Pawar CEO
SA Capital Partners

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Tony Villa President and CEO
Insuresoft

Dan Dooley CEO and Principal
Morris Anderson

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Amy Francetic Managing Director
Energize Ventures

Jared Kaplan CEO
OppLoans

Mark Miller Partner & Financial Advisor
Focus On Success

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

Glen Nielsen Author
Unvarnished Truth

Muhammad Azfar CEO
Auctus Capital Partners

Eero Pikat President
Barchart

Bill McCabe President and CEO
A. Eicoff & Co.

Dan Michelson CEO
Strata Decision Technology

Tom Sosnoff Founder & Co-CEO
tastytrade

Dan Abbate Founder & Co-CEO
81-c

David Macknin CEO and President
Alper Services

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Joe Adams CEO
RSM McGladrey LLP

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Rick Lane CEO
Trading Technologies

Neil Book President and CEO
Jet Support Services, Inc.

Poonam Gupta CEO & President
Iyka

Nihal Advani Founder & CEO
Georama

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

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

Enova International

Zacks Investment Management

Main Street Financial

Madison Street Capital, LLC

Charles Botchway

Access Mobility 24

Trading Technologies

Weiss & Company LLP

Benefit Chicago

Chicago Teachers’ Pension Fund

Chuck Burbridge

Excell Benefits Group

Virtas Partners

Pritzker Group Venture Capital

RSM McGladrey LLP

4WEALTH® FINANCIAL GROUP

Morris Anderson

Warady & Davis LLP

Dimitri P. Eliopoulos

Strata Decision Technology

Alliant Credit Union

Wealth Management Group, LLC

Cobra Capital LLC

Align Income Share Funding

Opportunity International

Countryside Bank

Accretive Health Inc.

SA Capital Partners

MB Financial Bank

Polished Nickel Capital Management

Carol Lavin Bernick

Giles & Associates Consultancy

Auctus Capital Partners

Signature Chicago Wealth Management

Caerus Investment Partners

Origin Ventures

Cambridge Lending Group

Focus On Success

Arbor Lodging Partners

Braviant Holdings

Stephanie Klein

A. Eicoff & Co.

Gibraltar Business Capital

Leonard & Associates CPAs

Michael Leonard

InvestHER Ventures

CALIBR Merchant Solutions

Chicago Interactive Marketing Association (CIMA)

Unvarnished Truth

Hyde Park Angels

Renovo Financial, LLC

The Cleveland Avenue Foundation for Education

Midwest Equity Mortgage LLC

MATH Venture Partners

Houlihan Capital

Rising Medical Solutions

Jet Support Services, Inc.

Northwestern Mutual Chicago

Nathan Kinzinger

Kruse Asset Management

Jessica Droste Yagan

MidMarket Capital, Inc.

Net Zero Analysis and Design Corp.

George Sullivan

Energize Ventures

DeAnn O’Donovan

Sanjeev Krishnan

BMO Harris Bank

Leslie Anderson