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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Chris Rentner Founder & CEO
Akouba

Muhammad Azfar CEO
Auctus Capital Partners

Mark Miller Partner & Financial Advisor
Focus On Success

Maz Pawar CEO
SA Capital Partners

David Lyon CEO
Main Street Financial

Vicki Escarra CEO
Opportunity International

Jason Beans CEO
Rising Medical Solutions

Paul J McEntee Partner
B2B CFO

Sonia Nagar Partner
Pritzker Group Venture Capital

Jerome Grisko CEO & President
CBIZ, Inc.

Mitch Zacks Principal
Zacks Investment Management

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Rick Lane CEO
Trading Technologies

Amy Francetic Managing Director
Energize Ventures

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Kristi Ross Co-CEO & President
tastytrade

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

Stephanie Klein CEO
Braviant Holdings

William Towns Executive Director
Benefit Chicago

Cayla Weisberg Partner
InvestHER Ventures

Todd Jones President
BBMC Mortgage

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Ted Devine CEO
Insureon

Aaron Gillum Managing Partner
Caerus Investment Partners

Steve Kreynin CEO
Forte Group

Joe Adams CEO
RSM McGladrey LLP

CJ Montano Partner & Managing Director
Forte Group

Dan Dooley CEO and Principal
Morris Anderson

Loren Trimble Managing Director and CEO
AArete

John Higginson CTO
Enova International

Ralph Blust President
Insureon

Dan Michelson CEO
Strata Decision Technology

Dale Kluga President
Cobra Capital LLC

Michael Norton Director Of Business Development
Houlihan Capital

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Andy Roe General Manager
SurePayroll

Peter B. Fair Managing Director
Golub Capital

Richard Burke CEO
Envoy Global

John Wheeler CEO
Countryside Bank

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Dave Kauppi President
MidMarket Capital, Inc.

Al Goldstein CEO
AVANT

Kevin Werner CEO
Renovo Financial, LLC

Neil Book President and CEO
Jet Support Services, Inc.

Sanjeev Krishnan MD & CIO
S2G Ventures

Steve Kolber President and Managing Partner
FGMK, LLC

James Teppen Co-President
Gibraltar Business Capital

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Mike Giordano VP Client Consulting
FactSet

Scott Kitun CEO
Technori

Rich Fahn CEO
Excell Benefits Group

Dmitry Bresler President
Cambridge Lending Group

Bob Burke Founder
Burke America

Zack Johnson CEO
Syndio

Vamsi Bonthala CEO
Arbor Lodging Partners

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Dan Abbate Founder & Co-CEO
81-c

Eero Pikat President
Barchart

Robert Brown Founder and CEO
Options Away

Joe Wright CEO
Access Mobility 24

Thomas Flake Founder and CMO
bCause

Brian Liston Co-Founder & President
Seed CX

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

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Jared Kaplan CEO
OppLoans

Tony Villa President and CEO
Insuresoft

Nihal Advani Founder & CEO
Georama

Steve Miller Partner and Co-Founder
Origin Ventures

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Jessica Droste Yagan CEO
Impact Engine

Nathan Popkins Founder & CEO
Align Income Share Funding

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Michael Leonard Managing Partner
Leonard & Associates CPAs

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Poonam Gupta CEO & President
Iyka

David Macknin CEO and President
Alper Services

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Dave Mooney CEO
Alliant Credit Union

Matt Peterson Vice President of Sales & Operations
IdilusHR

Ray Grady Executive Vice President
CloudCraze

Glen Nielsen Author
Unvarnished Truth

Neal McNamara Co-Founder
Virtas Partners

Canh Tran Co-Founder & CEO
Rippleshot

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Sean Conlon Founder and CEO
Conlon & Co

Lisa Giles CEO & President
Giles & Associates Consultancy

Tom Sosnoff Founder & Co-CEO
tastytrade

Drew Lydecker Co-Founder and President
AVANT

Peter Wilkins Managing Director
Hyde Park Angels

Mark Achler Managing Director
MATH Venture Partners

Bill McCabe President and CEO
A. Eicoff & Co.

Frank Lee Partner
Weiss & Company LLP

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

Renovo Financial, LLC

Cambridge Lending Group

Rising Medical Solutions

MATH Venture Partners

Strata Decision Technology

Sanjeev Krishnan

Leonard & Associates CPAs

Michael Leonard

BMO Harris Bank

Leslie Anderson

InvestHER Ventures

Focus On Success

Hyde Park Angels

Arbor Lodging Partners

Caerus Investment Partners

Unvarnished Truth

Houlihan Capital

Northwestern Mutual Chicago

Nathan Kinzinger

MB Financial Bank

Morris Anderson

Chicago Teachers’ Pension Fund

Chuck Burbridge

MidMarket Capital, Inc.

Giles & Associates Consultancy

Main Street Financial

DeAnn O’Donovan

SA Capital Partners

Countryside Bank

Virtas Partners

Zacks Investment Management

Access Mobility 24

Auctus Capital Partners

Wealth Management Group, LLC

Excell Benefits Group

Trading Technologies

Align Income Share Funding

Madison Street Capital, LLC

Charles Botchway

Energize Ventures

Jet Support Services, Inc.

The Cleveland Avenue Foundation for Education

Weiss & Company LLP

Warady & Davis LLP

4WEALTH® FINANCIAL GROUP

Chicago Interactive Marketing Association (CIMA)

Gibraltar Business Capital

Opportunity International

CALIBR Merchant Solutions

Midwest Equity Mortgage LLC

Enova International

Benefit Chicago

A. Eicoff & Co.

Alliant Credit Union

Jessica Droste Yagan

Net Zero Analysis and Design Corp.

George Sullivan

Accretive Health Inc.

Braviant Holdings

Stephanie Klein

Dimitri P. Eliopoulos

Origin Ventures

Cobra Capital LLC

Pritzker Group Venture Capital

Polished Nickel Capital Management

Carol Lavin Bernick

Signature Chicago Wealth Management

Kruse Asset Management

RSM McGladrey LLP