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Finance

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CXO Spotlight in Finance

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Peter B. Fair Managing Director
Golub Capital

Mike Giordano VP Client Consulting
FactSet

CJ Montano Partner & Managing Director
Forte Group

Jerome Grisko CEO & President
CBIZ, Inc.

Dave Kauppi President
MidMarket Capital, Inc.

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Cayla Weisberg Partner
InvestHER Ventures

Joe Wright CEO
Access Mobility 24

Dmitry Bresler President
Cambridge Lending Group

Zack Johnson CEO
Syndio

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Kevin Werner CEO
Renovo Financial, LLC

Dave Mooney CEO
Alliant Credit Union

Michael Leonard Managing Partner
Leonard & Associates CPAs

Jared Kaplan CEO
OppLoans

Poonam Gupta CEO & President
Iyka

Brian Liston Co-Founder & President
Seed CX

Thomas Flake Founder and CMO
bCause

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Nathan Popkins Founder & CEO
Align Income Share Funding

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Bill McCabe President and CEO
A. Eicoff & Co.

Sean Conlon Founder and CEO
Conlon & Co

Stephanie Klein CEO
Braviant Holdings

Canh Tran Co-Founder & CEO
Rippleshot

Rick Lane CEO
Trading Technologies

John Higginson CTO
Enova International

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Kristi Ross Co-CEO & President
tastytrade

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

William Towns Executive Director
Benefit Chicago

Neil Book President and CEO
Jet Support Services, Inc.

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Dan Abbate Founder & Co-CEO
81-c

Steve Kolber President and Managing Partner
FGMK, LLC

Sanjeev Krishnan MD & CIO
S2G Ventures

Vamsi Bonthala CEO
Arbor Lodging Partners

Rich Fahn CEO
Excell Benefits Group

Mark Miller Partner & Financial Advisor
Focus On Success

Loren Trimble Managing Director and CEO
AArete

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Ralph Blust President
Insureon

Tony Villa President and CEO
Insuresoft

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Dan Dooley CEO and Principal
Morris Anderson

Nihal Advani Founder & CEO
Georama

Robert Brown Founder and CEO
Options Away

Joe Adams CEO
RSM McGladrey LLP

Aaron Gillum Managing Partner
Caerus Investment Partners

Vicki Escarra CEO
Opportunity International

Lisa Giles CEO & President
Giles & Associates Consultancy

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

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Eero Pikat President
Barchart

Amy Francetic Managing Director
Energize Ventures

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Scott Kitun CEO
Technori

Richard Burke CEO
Envoy Global

Bob Burke Founder
Burke America

David Macknin CEO and President
Alper Services

Glen Nielsen Author
Unvarnished Truth

James Teppen Co-President
Gibraltar Business Capital

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Ted Devine CEO
Insureon

Neal McNamara Co-Founder
Virtas Partners

Carol Lavin Bernick CEO
Polished Nickel Capital Management

John Wheeler CEO
Countryside Bank

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Matt Peterson Vice President of Sales & Operations
IdilusHR

Steve Miller Partner and Co-Founder
Origin Ventures

Mark Achler Managing Director
MATH Venture Partners

Jessica Droste Yagan CEO
Impact Engine

Dan Michelson CEO
Strata Decision Technology

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

Peter Wilkins Managing Director
Hyde Park Angels

Dale Kluga President
Cobra Capital LLC

Chris Rentner Founder & CEO
Akouba

Jason Beans CEO
Rising Medical Solutions

Sonia Nagar Partner
Pritzker Group Venture Capital

Paul J McEntee Partner
B2B CFO

Steve Kreynin CEO
Forte Group

Michael Norton Director Of Business Development
Houlihan Capital

Muhammad Azfar CEO
Auctus Capital Partners

Tom Sosnoff Founder & Co-CEO
tastytrade

Todd Jones President
BBMC Mortgage

Frank Lee Partner
Weiss & Company LLP

Ray Grady Executive Vice President
CloudCraze

Andy Roe General Manager
SurePayroll

Al Goldstein CEO
AVANT

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Drew Lydecker Co-Founder and President
AVANT

Mitch Zacks Principal
Zacks Investment Management

Maz Pawar CEO
SA Capital Partners

David Lyon CEO
Main Street Financial

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

Braviant Holdings

Stephanie Klein

Warady & Davis LLP

Giles & Associates Consultancy

Leonard & Associates CPAs

Michael Leonard

Align Income Share Funding

Hyde Park Angels

DeAnn O’Donovan

Weiss & Company LLP

Focus On Success

Dimitri P. Eliopoulos

Kruse Asset Management

Virtas Partners

CALIBR Merchant Solutions

Morris Anderson

4WEALTH® FINANCIAL GROUP

Trading Technologies

Chicago Teachers’ Pension Fund

Chuck Burbridge

Gibraltar Business Capital

BMO Harris Bank

Leslie Anderson

Jet Support Services, Inc.

Net Zero Analysis and Design Corp.

George Sullivan

InvestHER Ventures

Jessica Droste Yagan

Benefit Chicago

Opportunity International

Countryside Bank

Caerus Investment Partners

Unvarnished Truth

Pritzker Group Venture Capital

SA Capital Partners

Rising Medical Solutions

Arbor Lodging Partners

Northwestern Mutual Chicago

Nathan Kinzinger

MB Financial Bank

Auctus Capital Partners

Access Mobility 24

Polished Nickel Capital Management

Carol Lavin Bernick

RSM McGladrey LLP

MATH Venture Partners

A. Eicoff & Co.

Renovo Financial, LLC

Accretive Health Inc.

Houlihan Capital

Signature Chicago Wealth Management

Main Street Financial

The Cleveland Avenue Foundation for Education

Chicago Interactive Marketing Association (CIMA)

Strata Decision Technology

Origin Ventures

MidMarket Capital, Inc.

Enova International

Sanjeev Krishnan

Wealth Management Group, LLC

Midwest Equity Mortgage LLC

Energize Ventures

Cobra Capital LLC

Zacks Investment Management

Madison Street Capital, LLC

Charles Botchway

Alliant Credit Union

Excell Benefits Group

Cambridge Lending Group