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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Jared Kaplan CEO
OppLoans

Drew Lydecker Co-Founder and President
AVANT

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Sean Conlon Founder and CEO
Conlon & Co

Robert Brown Founder and CEO
Options Away

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Cayla Weisberg Partner
InvestHER Ventures

Bob Burke Founder
Burke America

Dan Dooley CEO and Principal
Morris Anderson

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Richard Burke CEO
Envoy Global

Canh Tran Co-Founder & CEO
Rippleshot

Tom Sosnoff Founder & Co-CEO
tastytrade

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

Michael Leonard Managing Partner
Leonard & Associates CPAs

Amy Francetic Managing Director
Energize Ventures

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Rick Lane CEO
Trading Technologies

Dan Michelson CEO
Strata Decision Technology

Mike Giordano VP Client Consulting
FactSet

Dave Kauppi President
MidMarket Capital, Inc.

David Lyon CEO
Main Street Financial

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Ralph Blust President
Insureon

Dave Mooney CEO
Alliant Credit Union

William Towns Executive Director
Benefit Chicago

Frank Lee Partner
Weiss & Company LLP

Sonia Nagar Partner
Pritzker Group Venture Capital

Poonam Gupta CEO & President
Iyka

Jessica Droste Yagan CEO
Impact Engine

Vicki Escarra CEO
Opportunity International

Brian Liston Co-Founder & President
Seed CX

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

David Macknin CEO and President
Alper Services

Sanjeev Krishnan MD & CIO
S2G Ventures

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Nathan Popkins Founder & CEO
Align Income Share Funding

Ted Devine CEO
Insureon

Al Goldstein CEO
AVANT

Vamsi Bonthala CEO
Arbor Lodging Partners

Matt Peterson Vice President of Sales & Operations
IdilusHR

Paul J McEntee Partner
B2B CFO

Muhammad Azfar CEO
Auctus Capital Partners

Joe Adams CEO
RSM McGladrey LLP

Kristi Ross Co-CEO & President
tastytrade

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Todd Jones President
BBMC Mortgage

Neal McNamara Co-Founder
Virtas Partners

Steve Miller Partner and Co-Founder
Origin Ventures

Mark Achler Managing Director
MATH Venture Partners

Andy Roe General Manager
SurePayroll

Peter B. Fair Managing Director
Golub Capital

Neil Book President and CEO
Jet Support Services, Inc.

Dmitry Bresler President
Cambridge Lending Group

Mark Miller Partner & Financial Advisor
Focus On Success

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Nihal Advani Founder & CEO
Georama

John Wheeler CEO
Countryside Bank

Dan Abbate Founder & Co-CEO
81-c

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Eero Pikat President
Barchart

Dale Kluga President
Cobra Capital LLC

Michael Norton Director Of Business Development
Houlihan Capital

Mitch Zacks Principal
Zacks Investment Management

Loren Trimble Managing Director and CEO
AArete

Rich Fahn CEO
Excell Benefits Group

Tony Villa President and CEO
Insuresoft

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Glen Nielsen Author
Unvarnished Truth

Ray Grady Executive Vice President
CloudCraze

Kevin Werner CEO
Renovo Financial, LLC

James Teppen Co-President
Gibraltar Business Capital

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

CJ Montano Partner & Managing Director
Forte Group

Scott Kitun CEO
Technori

Zack Johnson CEO
Syndio

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Peter Wilkins Managing Director
Hyde Park Angels

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

Aaron Gillum Managing Partner
Caerus Investment Partners

Joe Wright CEO
Access Mobility 24

Maz Pawar CEO
SA Capital Partners

Jason Beans CEO
Rising Medical Solutions

Jerome Grisko CEO & President
CBIZ, Inc.

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Stephanie Klein CEO
Braviant Holdings

Bill McCabe President and CEO
A. Eicoff & Co.

Steve Kreynin CEO
Forte Group

Lisa Giles CEO & President
Giles & Associates Consultancy

John Higginson CTO
Enova International

Chris Rentner Founder & CEO
Akouba

Steve Kolber President and Managing Partner
FGMK, LLC

Thomas Flake Founder and CMO
bCause

Put Your People First

Professional Services Finance

David Macknin

, Alper Services

Do What Is Right For The Customer

Investments Professional Services Finance

Jared Kaplan

, OppLoans

Be Future-Proof

Professional Services Finance Technology

CJ Montano

, Forte Group

Be Brutally Honest With Clients

Investments Professional Services Finance

Charles Botchway

, Madison Street Capital, LLC

Take A Step Back

Investments Finance

Maz Pawar

, SA Capital Partners

Opportunity Is All Around You

Education Finance

Kristi Ross

, tastytrade

Find People Who Are A Good Culture Fit

Professional Services Finance

DeAnn O’Donovan

, AHP Servicing

Treat Everyone Like You Want To Be Treated

Professional Services Finance

Ralph Blust

, Insureon

Respect Is Earned Not Taken

Respect Is Earned Not Taken

Investments Finance

Sonia Nagar

, Pritzker Group Venture Capital

Business Is War, Perception Is Reality

Business Is War, Perception Is Reality

Professional Services Finance Technology

Drew Lydecker

, AVANT

Every No Is One Step Closer To A Yes

Every No Is One Step Closer To A Yes

Investments Finance

Amy Francetic

, Energize Ventures

Get Somebody Even Better Than You

Get Somebody Even Better Than You

Investments Finance

Dan Abbate

, 81-c

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Company Spotlight in Finance

Signature Chicago Wealth Management

DeAnn O’Donovan

Weiss & Company LLP

Cobra Capital LLC

Caerus Investment Partners

RSM McGladrey LLP

BMO Harris Bank

Leslie Anderson

Morris Anderson

Madison Street Capital, LLC

Charles Botchway

MB Financial Bank

Braviant Holdings

Stephanie Klein

Hyde Park Angels

Opportunity International

CALIBR Merchant Solutions

Main Street Financial

Sanjeev Krishnan

A. Eicoff & Co.

Auctus Capital Partners

SA Capital Partners

4WEALTH® FINANCIAL GROUP

Northwestern Mutual Chicago

Nathan Kinzinger

Dimitri P. Eliopoulos

MATH Venture Partners

Net Zero Analysis and Design Corp.

George Sullivan

Polished Nickel Capital Management

Carol Lavin Bernick

Midwest Equity Mortgage LLC

Arbor Lodging Partners

Energize Ventures

Jessica Droste Yagan

MidMarket Capital, Inc.

Houlihan Capital

Enova International

Giles & Associates Consultancy

Access Mobility 24

Virtas Partners

Excell Benefits Group

Origin Ventures

Chicago Interactive Marketing Association (CIMA)

The Cleveland Avenue Foundation for Education

Chicago Teachers’ Pension Fund

Chuck Burbridge

Trading Technologies

Gibraltar Business Capital

Alliant Credit Union

Align Income Share Funding

Leonard & Associates CPAs

Michael Leonard

Accretive Health Inc.

Warady & Davis LLP

Strata Decision Technology

InvestHER Ventures

Zacks Investment Management

Unvarnished Truth

Rising Medical Solutions

Focus On Success

Renovo Financial, LLC

Wealth Management Group, LLC

Kruse Asset Management

Pritzker Group Venture Capital

Benefit Chicago

Jet Support Services, Inc.

Cambridge Lending Group

Countryside Bank