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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Kristi Ross Co-CEO & President
tastytrade

Dan Abbate Founder & Co-CEO
81-c

James Teppen Co-President
Gibraltar Business Capital

Thomas Flake Founder and CMO
bCause

Peter Wilkins Managing Director
Hyde Park Angels

Ray Grady Executive Vice President
CloudCraze

Rick Lane CEO
Trading Technologies

John Higginson CTO
Enova International

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

Zack Johnson CEO
Syndio

Al Goldstein CEO
AVANT

Mike Giordano VP Client Consulting
FactSet

Tom Sosnoff Founder & Co-CEO
tastytrade

Frank Lee Partner
Weiss & Company LLP

Mitch Zacks Principal
Zacks Investment Management

Peter B. Fair Managing Director
Golub Capital

Todd Jones President
BBMC Mortgage

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Poonam Gupta CEO & President
Iyka

Nathan Popkins Founder & CEO
Align Income Share Funding

CJ Montano Partner & Managing Director
Forte Group

Joe Wright CEO
Access Mobility 24

Aaron Gillum Managing Partner
Caerus Investment Partners

Mark Achler Managing Director
MATH Venture Partners

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Nihal Advani Founder & CEO
Georama

Lisa Giles CEO & President
Giles & Associates Consultancy

Cayla Weisberg Partner
InvestHER Ventures

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Loren Trimble Managing Director and CEO
AArete

Vamsi Bonthala CEO
Arbor Lodging Partners

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Muhammad Azfar CEO
Auctus Capital Partners

Jason Beans CEO
Rising Medical Solutions

Richard Burke CEO
Envoy Global

Neal McNamara Co-Founder
Virtas Partners

Michael Norton Director Of Business Development
Houlihan Capital

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Bob Burke Founder
Burke America

Dave Kauppi President
MidMarket Capital, Inc.

Sonia Nagar Partner
Pritzker Group Venture Capital

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

Michael Leonard Managing Partner
Leonard & Associates CPAs

Carol Lavin Bernick CEO
Polished Nickel Capital Management

John Wheeler CEO
Countryside Bank

Dan Dooley CEO and Principal
Morris Anderson

Tony Villa President and CEO
Insuresoft

Paul J McEntee Partner
B2B CFO

Canh Tran Co-Founder & CEO
Rippleshot

Vicki Escarra CEO
Opportunity International

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Bill McCabe President and CEO
A. Eicoff & Co.

Steve Kolber President and Managing Partner
FGMK, LLC

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

William Towns Executive Director
Benefit Chicago

Steve Miller Partner and Co-Founder
Origin Ventures

Jessica Droste Yagan CEO
Impact Engine

David Macknin CEO and President
Alper Services

Dan Michelson CEO
Strata Decision Technology

Matt Peterson Vice President of Sales & Operations
IdilusHR

Dave Mooney CEO
Alliant Credit Union

Steve Kreynin CEO
Forte Group

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Robert Brown Founder and CEO
Options Away

Brian Liston Co-Founder & President
Seed CX

Drew Lydecker Co-Founder and President
AVANT

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Andy Roe General Manager
SurePayroll

Dale Kluga President
Cobra Capital LLC

Neil Book President and CEO
Jet Support Services, Inc.

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Rich Fahn CEO
Excell Benefits Group

Dmitry Bresler President
Cambridge Lending Group

Jerome Grisko CEO & President
CBIZ, Inc.

Amy Francetic Managing Director
Energize Ventures

Sean Conlon Founder and CEO
Conlon & Co

Maz Pawar CEO
SA Capital Partners

Joe Adams CEO
RSM McGladrey LLP

Jared Kaplan CEO
OppLoans

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Mark Miller Partner & Financial Advisor
Focus On Success

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

David Lyon CEO
Main Street Financial

Glen Nielsen Author
Unvarnished Truth

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Ralph Blust President
Insureon

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Chris Rentner Founder & CEO
Akouba

Sanjeev Krishnan MD & CIO
S2G Ventures

Scott Kitun CEO
Technori

Kevin Werner CEO
Renovo Financial, LLC

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Eero Pikat President
Barchart

Ted Devine CEO
Insureon

Stephanie Klein CEO
Braviant Holdings

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

Chicago Interactive Marketing Association (CIMA)

Braviant Holdings

Stephanie Klein

Giles & Associates Consultancy

Kruse Asset Management

Gibraltar Business Capital

Align Income Share Funding

Rising Medical Solutions

Auctus Capital Partners

Alliant Credit Union

Main Street Financial

SA Capital Partners

MidMarket Capital, Inc.

Cambridge Lending Group

Warady & Davis LLP

Countryside Bank

Renovo Financial, LLC

CALIBR Merchant Solutions

MATH Venture Partners

Energize Ventures

4WEALTH® FINANCIAL GROUP

Zacks Investment Management

Virtas Partners

Strata Decision Technology

Northwestern Mutual Chicago

Nathan Kinzinger

Jet Support Services, Inc.

Dimitri P. Eliopoulos

Sanjeev Krishnan

Arbor Lodging Partners

Access Mobility 24

Caerus Investment Partners

Madison Street Capital, LLC

Charles Botchway

Chicago Teachers’ Pension Fund

Chuck Burbridge

Pritzker Group Venture Capital

Morris Anderson

DeAnn O’Donovan

Midwest Equity Mortgage LLC

Wealth Management Group, LLC

A. Eicoff & Co.

InvestHER Ventures

RSM McGladrey LLP

Origin Ventures

Leonard & Associates CPAs

Michael Leonard

The Cleveland Avenue Foundation for Education

Weiss & Company LLP

MB Financial Bank

Focus On Success

Accretive Health Inc.

Net Zero Analysis and Design Corp.

George Sullivan

Trading Technologies

Opportunity International

Polished Nickel Capital Management

Carol Lavin Bernick

Signature Chicago Wealth Management

Unvarnished Truth

Hyde Park Angels

Excell Benefits Group

Cobra Capital LLC

Benefit Chicago

Enova International

Jessica Droste Yagan

Houlihan Capital

BMO Harris Bank

Leslie Anderson